Caldwell Trust Company – Building Wealth and Preserving Legacy Blog | Retirement Plan Services

6 Retirement Practices to Avoid

Apr 24, 2023

Retirement is an inevitable phase of life that everyone must prepare for. While it may seem daunting, planning for retirement is ...

What Are The Benefits of Having a 401k Plan for Your Business?

Jan 9, 2023

Running your own business can be a tough gig, especially when it comes to finding, hiring and retaining the right talent. ...

How Much Money Should You Trust a New Investment Manager With?

Nov 14, 2022

An investment fund manager is an individual or entity responsible for implementing your fund's investing strategy as well as ...

How to Choose an Investment Manager in Florida

Oct 24, 2022

Investment management entails more than just managing individual assets in your portfolio. It also includes guaranteeing that the ...

A Step-by-Step Guide to Retirement Planning

Aug 8, 2022

Preparing for retirement is one of the best decisions you could make in life, and certainly one that your future self would thank ...

Introducing Our New Downtown Sarasota Location in the Cain-Wilson Building, now the Caldwell Trust Company Building at 27 S. Orange Avenue

May 25, 2022

Our new Sarasota home, formerly known as the Cain Building, later the Cain-Wilson Building, is now the Caldwell Trust Company ...

Transitioning Your Retirement From Your Company to Personal Management

Jan 17, 2022

You've spent your adult life working, investing for retirement, and saving. However, what would you want to do with your money ...

How to Access Retirement Funds Early, Without Penalty

Dec 13, 2021

It’s important to plan for retirement, but what happens if you need that money earlier? Accessing retirement funds before they ...

How to Protect Your Retirement from Major Illness

Jul 5, 2021

When you think of retirement and how you need to save for it, you’re probably thinking of the usual things like where you’d want ...

Caldwell Trust Company was founded in November of 1993 to provide personal, traditional and independent trust services.

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