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Caldwell Trust

Recent Posts

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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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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Wills, Estates, and Trusts

Most people don't want to think about life after they are gone. They don't want to figure out what they have and how they should ...
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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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Caldwell Cares: InStride | Horses + People = Partnership

InStride Therapy, Inc., the Nokomis-based provider of equine-assisted therapies and activities, recently partnered with ...
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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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Caldwell Cares: An Evening Under the Stars for All to Enjoy

Dr. Carol F. Probstfeld, president of State College of Florida, welcomed over 1,500 guests to the 31st annual Evening Under the ...
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Top Ten Retirement Activities in Florida

Florida might just be an ideal retirement destination. At least, the ever-constant influx of retirees into the state suggests as ...
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