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6 Things You May Not Know About Annuities

A diverse retirement portfolio is comprised of a variety of investment options, like 401(k), Roth IRA, real estate, cash savings, ...
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Market Snapshot: Merger Mania Continues

In a deal that would create the world’s fifth largest food company, Kraft Foods and Heinz will merge with the backing from its ...
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What Your Family Needs to Know About Your Timeshare

Do you have a timeshare in Maui, in Laguna Beach, and then one in Maine for the summer months? Maybe you don’t have all three, ...
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The Responsibilities of a Fiduciary

A fiduciary is an individual or company that is given the legal duty and capacity to act on the behalf of another for matters ...
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Who Gets Custody Of My Assets?

Appointing an investment adviser or a trust company to administer your trust and provide asset management is a decision that is ...
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How Much is Enough to Leave for your children – the Bucket Theory

One of the most frequently asked questions by my clients as we discuss their planning, is “How much money should we leave to our ...
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Your Local Sarasota Trust Company

The Caldwell Trust Company Operations Department handles an array of backroom tasks, including stock/bond/mutual fund trading, ...
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Liable for Your Company's 401k Plan and You Don't Even Know It?

A 401k plan is a tax-qualified, defined contribution pension plan. For every qualified 401k plan, a fiduciary(s) must be named ...
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