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The Caldwell Trust Company Blog

Choosing a Retirement Plan: Is a Defined Benefit Plan Right for You?

Posted by Tony Blasini, CPC, QPA

Making decisions about how you are going to pay for retirement can be daunting. There are many options available to you and each has the ability to have a significant impact on the way you enjoy your time after you stop working. While some plans have been phased out by certain sectors of the workforce, for those who have access to a defined benefit plan, take advantage of your employer contributions while still adding part of your income to a different account.

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Topics: Retirement Plan Services

How Important Is a Living Will and Why?

Posted by Caldwell Trust

What Is a Living Will?

A living will or advanced directive is a document that states a person’s end of life wishes for their physicians and loved ones. This allows a person to make their preferences known before they are incapable of communicating them to others. There are a range of medical procedures that are commonly found in these documents and they include, but are not limited to: resuscitation, intubation, ventilation, organ or tissue donation and palliative care. 

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Topics: Trusts & Estate Planning

How to Access Retirement Funds Early, Without Penalty

Posted by Caldwell Trust

It’s important to save for retirement, but what happens if you need that money earlier? Accessing retirement funds before they reach maturity, without penalty, can be difficult, but it’s not impossible. In this post we’ll look at a few possible ways to access retirement funds early, without sacrificing your future.  

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Topics: Retirement Plan Services

Advocating for Life: Designating an Elder Care Coordinator

Posted by Jan Miller

When it comes to making decisions for an elderly loved one, experience, time, and emotions can get in the way. For many families, this may be the first time they have faced the difficult medical, day-to-day, and legal questions that will forever affect the well-being of another. Utilizing the help of an experienced professional to assist in geriatric care can ease the burden on both the person in need and their family and friends. In particular, an elder care coordinator is an ideal solution for those who seek an adviser and organizer to help navigate through the challenges of providing long term care.

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Topics: Retirement Plan Services

How Much Is Enough to Leave Your Children - The Apprenticeship Years

Posted by Caldwell Trust

Taking care of your children when you’re gone is always at the top of any parent’s mind. In this post we’ll take a look at how to decide what to leave for your children during their "Apprenticeship Years": the years following their graduation from school or college programs, when they are searching for their first real employment opportunity or learning the practical applications of their trade or career.

By creating a financial plan for supporting your children between college graduation and their first career, you can feel confident that your inheritance will be there for them during this time. Consider these strategies and talk to your financial or trusted advisor for more ideas and advice.

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Topics: Investments, Trusts & Estate Planning

 


 

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