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You've spent your adult life working, investing for retirement, and saving. However, what would you want to do with your money once it does arrive? Here are some critical steps to follow when choosing the best retirement choices for you. hubs.ly/Q01386Lh0

We knew you wouldn't let grass grow under your feet Rita Lowman! You inspire so many and do so much! Congrats! Caldwell Trust Co TampaBayBowl ://tbbwmag.com/2022/03/28/rita-lowman-joins-caldwell-trust-company-board-of-directors/?mc_cid=12dc385669&mc_eid=a701cd024e

Caldwell Trust Company renovates the historic Cain Building in downtown Sarasota, FL. We're gearing up for move-in day! fb.watch/d63jjuRg6o/ via facebookwatch

Retirement planning is an essential step in life that can help you avoid many uncertainties and live a fulfilled life after retirement. Here is a guide to help you create your retirement plan and maintain financial independence after your retirement! hubs.la/Q01kpNym0

It’s necessary to have hard copies of certain bank statements on file so that you can keep track of your financial situation in case of a dispute. But, you don’t need to keep everything. Take a look at what you can toss, versus what you should hold on to! hubs.la/Q01kpMk50

A trust is a great estate planning tool that can help you manage your property and assets. Check out our blog to explore the top 7 reasons why you should have a trust! hubs.la/Q01kq1-B0

If you've decided to work with a fiduciary financial advisor, there are some questions that can help you select the best one for your needs. Read on to find out what sorts of things you should ask a potential fiduciary. hubs.la/Q01kpSNv0

Here is a list of 7 different types of retirement plans to help you make the best retirement planning decisions for you and your employees. hubs.la/Q01kq2VJ0

Trust management services will handle everything from setting up trusts, administering them, and ensuring you make the most out of your assets. Read our blog to learn more about the top uses for trust management services! hubs.ly/Q01mw3ZH0

If you don’t have an estate plan in place, you risk giving the court control over how your assets are distributed, or worse even, your entire estate can go to the state. Learn about the key elements of an estate plan in our blog! hubs.la/Q01plMrk0

Check out our latest blog for some tips to help you get ready for your first meeting with an investment advisor. hubs.la/Q01tjQwF0

Aside from being good for your employees, having a 401k for your benefits business owners in several key ways. Here’s what you should know. hubs.la/Q01y7Dzt0

With the various types of wealth management available, it can take time to figure out which is best for you. Here are the most common types of wealth management! hubs.la/Q01GfVW10

Managing your finances can be a complex and overwhelming task. From budgeting and saving to investing and retirement planning, it can be challenging to make informed decisions that align with your long-term goals. That's where a financial advisor comes in. hubs.la/Q01HBwQn0

While no single retirement plan offers the “right” answer, it’s important not to make mistakes that can hinder your retirement goals and lead to financial stress. hubs.la/Q01MxQ9m0

Check out our latest blog for an overview of trusts and estate planning, including key concepts, types of trusts, and factors to consider when creating a trust. hubs.la/Q01N-Q2S0

The best part about retiring in Florida is the infinite array of retirement activities it has to offer. Take a look at some of the options you'll have as you explore and immerse yourself in the culture and lifestyle of the Sunshine State. hubs.la/Q01QHMZK0

To navigate the challenges of balancing retirement savings and college savings, parents must take a strategic approach that maximizes their savings potential and minimizes the impact on their financial stability. hubs.ly/Q01Sycmq0

Check out our latest blog to learn about 7 different types of retirement plans which can help you make the best retirement planning decisions for you and your employees. hubs.la/Q01VbYM_0

The word 'fiduciary' is one you'll come across often when looking into financial matters, investment management, and retirement planning. However, many don't know what a fiduciary is, what they do, or how they help you with your money. hubs.la/Q01Xk05T0