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Is AI Helping or Hurting Your Financial Plan? What Investors Need to Know

Jun 22, 2026
Artificial intelligence (AI) is transforming the way people manage their finances. From budgeting apps and retirement calculators ...
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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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What Is the Role of a Fiduciary?

Feb 16, 2026
The word 'fiduciary' is one you'll come across often when looking into financial matters, investment management, and retirement ...
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What’s the Difference Between a Trust Company as an Investment Manager vs. a Broker?

Dec 15, 2025
When choosing someone to manage your investments, you need to ensure that the individual is the right one for the job. After all, ...
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Five Questions to Ask When Meeting with a Fiduciary Financial Advisor

Nov 10, 2025
Lots of people turn to fiduciary financial advisors to help them manage their finances and plan their futures. It's sort of like ...
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Which Documents Do I Need to Keep Forever?

Oct 13, 2025
You should keep original documents that prove identity, legal status, and ownership forever and keep updated copies of key estate ...
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A Breakdown of Key Elements Inside an Estate Plan

Jul 21, 2025
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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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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