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    Retirement

    Securing Your Legacy: The Importance of Wills and Trusts

    Creating a comprehensive estate plan is a critical step in ensuring that your wishes are honored, and your loved ones are protected. Two essential components of any effective estate plan are wills and trusts. While both serve to distribute assets upon your passing, they possess distinct features and advantages. Let’s explore the importance of having wills and trusts and shed light on how they can provide peace of mind and financial security for you and your family.
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    Retirement

    The Power of a Lasting Gift: Why Charitable Giving Through Your Will is Essential

    Including your favorite charities in your will is a wonderful way to leave a lasting impact and help make the world a better place for future generations. By designating a portion of your estate to charity, you can continue to support causes that matter to you long after you're gone.
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    Retirement

    A Simple Retirement Formula

    A Simple Retirement Formula Most of us get up and work hard every day so that someday we don’t have to. That day is called retirement. Getting to that point requires you to learn how to manage your money week to week and month to month. Retirement is a whole new game; it requires a lifelong perspective. Your early decisions will impact the next 20 or 30 years. Many people don’t give retirement planning the time it deserves until too late in the game.
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    Retirement

    Seven Steps to Manage Your Retirement

    You made it to retirement! Now what? How do you plan to pay all the expenses you’ll have for the rest of your life? This can be a daunting task. Many retirees simply open their monthly statements, check the balance, and hope that it’s enough. Hope is not a plan. Those with a plan will have better options and more choices regardless of what happens in the next twenty or thirty years. The outcome will be impacted by many known and unknown variables between the beginning and end. An effective retirement plan will require some time, effort, optimism, and a realistic view of the future. Most importantly, you’ll need to stick to the plan to make it effective and be prepared to adjust along the way. So, where to begin?
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    Retirement

    The 4 Best Places to Retire in Florida

    Year after year, Florida’s population continues to grow. Many people moving to the Sunshine State are retirees relocating for the reason behind the state’s nickname: There are over 230 days of sunshine a year, and even in the coldest months, the average daily temperature is 70 degrees or higher. The temperature rarely gets below 50 degrees.
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    “I feel like my relationship with Wauchula State Bank is a friendship, and I am incredibly loyal to the bank because they have [not only] supported me, but also provided what I feel is the best service.”
    Lauren Canary
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    “I was able to develop a relationship with Charlotte State Bank [& Trust] very quickly, which is something you don’t experience often, especially in a bank. It feels like family. It really does.”
    Ken Smith
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    “Wauchula State Bank made it very easy to do an equity line of credit. I need someone like Mark Delany in my corner ... he made the whole process as enjoyable and flexible as it could be.”
    Paul Schulz
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    “[Charlotte State Bank & Trust takes] care of clients as though they are family members. I think their strength ... is their people. They truly care, they're knowledgeable, and they make you feel like family.”
    The Hayman Family
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