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The Caldwell Trust Company Blog

Year-End Round Up: Our Top Must-Read Posts of 2018

Posted by Kelly Caldwell

As we wrap up 2018, we can’t help but to reflect on the myriad of content we’ve shared throughout the year to help you achieve financial security. We’ve covered everything from estate planning and investing to retirement planning and even protecting your digital assets. With every resource that we create, our goal is that you receive the information, advice and resources you need to make better financial decisions for your future.

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Topics: Trusts & Estate Planning, Healthcare, Investments, Retirement Plan Services

Providing Christmas

Posted by Caldwell Trust

SRQOur Sarasota team coordinated a wonderful giving project for a sweet local family in need...

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Topics: Caldwell Cares

What’s the Value of Working with a Fiduciary Investment Advisor?

Posted by Marci Sweat

Building a nest egg for your retirement years is important, and one of the best ways to do that is by making wise investments. When doing so, however, it’s important to partner with someone you can trust to help you make the right decisions. While you may expect all financial advisors to have your best interest in mind, there is only one type that is legally responsible to do so. They are called fiduciary investment advisors.

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Topics: Investments

Sheryl Vieira of Caldwell Trust Company is honored as a finalist for national PR People ‘Marketer of the Year’ Award

Posted by Caldwell Trust

VENICE, FL: Caldwell Trust Company’s vice president of marketing and public relations has been named a 2018 Finalist for the national PR People ‘Marketer of the Year’ award by PR News. A seven-year veteran of the trust company, Sheryl Vieira was one of only five finalists nationwide who has been short-listed in this classification. PR News highlighted the top talent and their achievements at the PR People Awards Luncheon December 4 at the historic National Press Club in Washington, DC.  

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Topics: In the News

Retirement Planning Options for Your Business: The Difference Between Cash Balance and 401(k) Plans

Posted by Tony Blasini, CPC, QPA

Today’s business owners are tasked with a significant challenge: Attracting (and retaining) the best talent while simultaneously supporting their own bottom line. One strategy for achieving both of these goals? Choosing the best retirement plan. If you’re in the process of deciding whether a cash balance or 401(k) plan is more suitable for your employees and your business, here’s what you need to know.

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Topics: Retirement Plan Services

 


 

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