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How to Find Old 401(k) Accounts and Decide Whether Consolidation Makes Sense

Jun 15, 2026
Over the course of a career, it is common to change jobs, take on new professional opportunities, and accumulate retirement ...
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Financial Planning for All Stages of Life

Jun 8, 2026
Financial planning for all stages of life means creating a flexible strategy that evolves as your income, goals, family ...
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5 Ways Financial Planning Can Help You Achieve Your Financial Goals

May 4, 2026
Financial planning is the cornerstone of achieving both your long-term and short-term financial goals. Whether you're mapping out ...
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Common Retirement Planning Mistakes That Create Tax Surprises

Apr 20, 2026
Many people assume their tax burden will decrease once they retire. While income sources may change, taxes do not necessarily ...
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When Should You Roll Over a 401(k) and When Should You Not?

Apr 13, 2026
At some point in your career, you will likely face a common financial question: Should I roll over my 401(k)?
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What are the Different Types of Retirement Plans?

Aug 4, 2025
Whether you've been running your business for some months or a few years, it's always prudent to secure a comfortable future. As ...
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Why Wealth Planning Is Crucial Before Retirement

Jun 9, 2025
Retirement should be a time to enjoy the life you’ve worked hard to build, but reaching that point takes more than just saving ...
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Should You Continue Investing After Retirement?: Risks vs. Rewards

Aug 19, 2024
As individuals retire, they transition from accumulating assets to withdrawing from their investment portfolios. Investing after ...
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Top Retirement Activities in Florida

Jul 8, 2024
For years, Florida has been called the retirement capital of the country, and understandably so, thanks to its beautiful weather, ...
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Caldwell Trust Company was founded in November of 1993 to provide personal, traditional and independent trust services.

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Sarasota Office

941-926-9336


27 South Orange Avenue
Sarasota, Florida 34236

Venice Office
Corporate Headquarters

941-493-3600


1400 Center Road
Venice, Florida 34292


Vero Beach Office

(772) 213-9144


3055 Cardinal Drive Suite 202
Vero Beach, FL 32963

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