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Caldwell Trust

Recent Posts

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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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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Caldwell Cares: One Day and $200,000 Raised for Education!

The Taylor Emmons Scholarship Fund (TESF) experienced tremendous success at its Annual Golf Classic & Texas Hold ‘Em Poker ...
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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. The costs of ...
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Agape Provides Planes and Pilots, Takes Supplies and Volunteers to Hurricane-Ravaged Bahamas

Bahamians have been struggling for survival since Hurricane Dorian made landfall on September 1. The Category 5 storm took ...
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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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Providing Christmas

Our Sarasota team coordinated a wonderful giving project for a sweet local family in need...
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Sheryl Vieira of Caldwell Trust Company is honored as a finalist for national PR People ‘Marketer of the Year’ Award

VENICE, FL: Caldwell Trust Company’s vice president of marketing and public relations has been named a 2018 Finalist for the ...
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Florida Public Relations Association Honors Sheryl Vieira

The Central West Coast Chapter of the Florida Public Relations Association (CWC-FPRA) surprised Sheryl Vieira, Caldwell’s Vice ...
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