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Recent Posts

How Important Is a Living Will and Why?

What Is a Living Will? A living will or advanced directive is a document that states a person’s end of life wishes for their ...
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How Much Is Enough to Leave Your Children - The Apprenticeship Years

Taking care of your children when you’re gone is always at the top of any parent’s mind. In this post we’ll take a look at how to ...
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Sandra L. Pepper joins Caldwell Trust Company as vice president and senior trust officer

Sandra L. Pepper has joined Caldwell Trust Company as vice president and senior trust officer according to R. G. “Kelly” Caldwell ...
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Did You Know Your Email is Your Personal Diary? Scary isn't it?

Everyone has at least one email account and perhaps even three or four depending on your involvement with your community, church, ...
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What do you need to know about retirement funding?

According to a 2014 Census Bureau report, thirteen percent of the population is 65 years of age or older with longer life ...
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Which Tax Documents Do I Need to Keep?

With the huge amount of people doing their taxes online or via an accountant, it is easy to simply stuff your paperwork in a ...
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Market Snapshot - The Fed: Will They, Won’t They, If Not Now, When?

With respect to raising interest rates for the first time in almost a decade, we can’t recall a time when the arguments for and ...
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To Frack or Not to Refrack: That is the Question

In this investment letter we provide an update on what is happening within the U.S. oil patch and its implications. When scanning ...
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How Much Is Enough to Leave Your Children - College Years

For parents, children’s health and well being are always top-of-mind. This is particularly true in the unlikely, but possible, ...
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