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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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Alan H. Blair Celebrates 10 Years with Caldwell Trust

Vice president and trust officer Alan H. Blair joined Caldwell Trust Company in October 2008, just as Caldwell was marking its ...
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Office Hours following Hurricane Irma

We hope you and your families are safe and well. All of our staff have been contacted and all have successfully weathered this ...
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Gentle Reminder to Obtain Cash Prior to Storm

As everyone is preparing for the approach and potential impacts of Hurricane IRMA, we wish to remind you to obtain cash today or ...
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The Importance of Knowing Who is Administering Your Company 401k

Saving for retirement should be easy, but there’s a host of federal regulations and financial considerations that can make ...
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What Employers Need to Know About 401(k) Rollovers

When an employee leaves your company, there’s a number of ways to handle the investments in their 401(k). You and the employee ...
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Special Report: Observations from the 57th Laffer Conference in D.C.

Once again, we had the opportunity to attend Dr. Art Laffer’s conference in Washington D.C. and we will save you the suspense on ...
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To Match or Not to Match

When it comes to developing your company’s 401k, there’s a lot that needs to be determined. But while you’re deciding whether or ...
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Caldwell Trust Company Takes Home Top Honors at 2017 Frank G. Berlin, Sr. Small Business Awards

We're completely honored to have been awarded "Small Business of the Year," as well as "Professional Services Business of the ...
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