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Recent Posts

How to Calculate the True Cost of College

If you’ve started preparing for your kids to attend college, you’ll quickly find the costs are no laughing matter as you plan ...
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Which Documents Do I Need to Keep Forever?

In our over-connected and increasingly digital world, everything seems to be moving online. While this is great to reduce paper ...
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Retirement Planning for All Phases of Your Life

Depending on which professional sector of society you consult, there are between three and eight phases of life. 
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Wills, Estates, and Trusts

Most people don't want to think about life after they are gone no matter which stage of life they're currently experiencing. They ...
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How to Access Retirement Funds Early, Without Penalty

It’s important to plan for retirement, but what happens if you need that money earlier? Accessing retirement funds before they ...
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Wilson Building Update: Caldwell Trust Company Looks Ahead To Renovations

Caldwell Trust Company is pleased to continue the process of renovating and moving into our new building for our Sarasota office. ...
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Caldwell Trust Company Purchases Cain/Wilson Building To Accommodate Growth

We are truly excited to share with you our purchase of the former Cain/Wilson Building at 27 South Orange Avenue!
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3 Things to Know to Effectively Invest in a Vacation Property

We’ve all seen the shows on TV that promise rental income in return for your down payment on a vacation property. The real estate ...
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Plan Early — Enjoying Your Sarasota, FL Retirement

Florida is one of the biggest hotbeds in the US for retirees and snowbirds alike. Sarasota, FL is a retiree's paradise. Warm ...
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