The Caldwell Trust Company Blog

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.

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

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.

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.  

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.