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The Caldwell Trust Company Blog

Marci Sweat

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Millennial Habits and the Impact on Their Financial Security

Posted by Marci Sweat

Millennials (those born between 1981 and 1996) are entering their prime spending years and have a significant impact on our economy and world. Collectively, Millennials in the U.S. have a spending power of $200 billion, which is set to overtake Generation X by 2020 and expected to rise. Furthermore, this generation earns a yearly average income of around $56,000, before taxes.

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Topics: Trusts & Estate Planning

What’s the Value of Working with a Fiduciary Investment Advisor?

Posted by Marci Sweat

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.

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Topics: Investments

 


 

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