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The Caldwell Trust Company Blog

Did You Know Your Email is Your Personal Diary? Scary isn't it?

Posted by Caldwell Trust

Everyone has at least one email account and perhaps even three or four depending on your involvement with your community, church, PTO, your cable/internet provider, etc. Each email account, as well as each device you’re connected through and using, contains private information that falling into the wrong hands could be detrimental.

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Which Documents Do I Need to Keep Forever?

Posted by Caldwell Trust

In our over-connected and increasingly digital world everything seems to be moving online. While this is great to reduce paper waste and office desk clutter, it can also pose many security risks. Going paperless with certain things is wonderful, but it is very important to keep some hard copies on file.

With so many documents coming to us on a monthly basis, it’s hard to sift through the paperwork and understand what is truly worth saving and what can be tossed or shredded. Additionally, many people may keep certain documents, but are unsure for how long.

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Topics: Investments, Trusts & Estate Planning

What do you need to know about retirement funding?

Posted by Caldwell Trust

According to a 2014 Census Bureau report, thirteen percent of the population is 65 years of age or older with longer life expectancies than prior generations. Meaning you need to make your money last.

How Much do You Need?

The first step in creating your plan is to know, realistically, how much you will need. Many retirees utterly underestimate their post work-a-day-world overhead. With a few exceptions, your costs will remain roughly the same or possibly increase. Estimates indicate  that the average retired couple spends $240,000 out-of-pocket for health care during their life-time and the cost of living goes up not down.

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Bank Statements - To Keep or to Trash?

Posted by Sonya Kristie

When it comes to banking, nowadays you can virtually do everything online. In fact, some online-only banks have begun to emerge in the market as strong contenders compared to traditional brick and mortar establishments. While it’s great to have the ease and freedom to bank wherever, whenever, it is important to keep hard copies of certain bank statements on file.


Having these records on file can be useful in an emergency, if your bank’s website is down, or in the unfortunate event of hackers stealing your identity. It’s necessary to have hard copies so that you can keep track of your financial situation in case of a dispute. Having said that, you don’t need to keep everything. In this article we’re going to take a look at bank statements and what you can toss, versus what you should hold on to.

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Which Tax Documents Do I Need to Keep?

Posted by Caldwell Trust

With the huge amount of people doing their taxes online or via an accountant, it is easy to simply stuff your paperwork in a drawer or a filing cabinet, out-of-sight, out-of-mind. In many cases, when we prepare our taxes online or have a version emailed to us, we may also rely too heavily on our computer to save a version. When we do, we risk losing the documents to the trash, a lost or broken hard drive, or a forgetful mind. Instead of falling into this trap, have a plan to save the following tax documents in a place that is protected from natural disaster, computer mishaps, or a lapsed memory.

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Caldwell Trust Company Sarasota Location

Posted by Sheryl Vieira


CaldwellTrust_SarasotaOur Sarasota office, located on Main Street, is the perfect location for meeting with clients and prospects. Having our own parking is easy and keeps things as simple for our clients and guests as does our one floor, open, bright office. In addition to meeting with clients, prospects, neighbors and guests,  we also host area non-profits we support.

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Topics: Caldwell Cares

 


 

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