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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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Caldwell Trust Company Marks 25 Years of Service, Quietly Delivering Strong Results, Stability, and Peace of Mind

We live in unquiet times, distracted by a 24/7 news cycle of “breaking news,” manipulative phone calls from solicitors and ...
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The Cost of Leaving No Will and Why Everyone Needs One

If you don’t have a will, you’re far from alone. In fact, a 2017 Caring.com study reveals that 60% of Americans don’t have wills ...
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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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Special Market Commentary

The Bottom Line - - We continue to be optimistic and have advocated not taking any drastic action during this period of ...
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Worth the Risk: How Millennials Can Overcome the Fear of Investing

While one-third of all millennials say they invest in the market, more than half of Millennials, who lived through the Great ...
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Luis Morales Finishes First Year of FBA Trust School

Luis Morales has completed the first year of the Florida Bankers Association’s three-year Trust & Wealth Management School, which ...
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A Breakdown of Key Elements Inside an Estate Plan

Estate planning is something that people know they should do, but most never do it. In fact, nearly 60% of adults lack important ...
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Market Preview for Week of 10/15/18 - Investor Sentiment

Executive Summary: Domestic equities decline meaningfully Global markets generally fare worse Equity markets repricing after ...
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