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Five Wealth-Building Habits to Implement Now

Consistently implementing these wealth-building habits may lead to financial freedom in retirement.

Creating freedom in your life often starts with establishing consistent habits. This truth applies as much to achieving financial freedom as it does to enhancing your personal well-being through exercise or a balanced diet. Financial freedom isn’t a distant dream; it’s a tangible reality that can be built on the foundation of smart, daily wealth-building […]

Building Wealth in Your Forties: 6 Savvy Tips

Building wealth in your forties with these practical tips will help you strengthen your finances for the future.

As you reach your forties, you may begin thinking more about saving for retirement and whether you’re on the right track. It’s recommended that you have three times your annual salary saved by the time you reach 40. However, the average American between the ages of 40 and 49 had $105,500 in their 401(k)s in […]

TriCapital Wealth Management Celebrates a Milestone: 25 Years of Serving Clients

TriCapital Wealth Management is excited to celebrate 25 years in business, helping clients build wealth for life.

The TriCapital Wealth Management team is excited to announce the firm’s 25th Anniversary! Founded on a simple premise, and with a commitment to excellence, they have been gratified to serve clients in Charlotte and the surrounding area since 1999. “We chose the name TriCapital 25 years ago because we operate on the premise that each […]

Buying Happiness: Why You Should Accumulate Experiences Over Possessions

Achieve long-term happiness and contentment by accumulating memorable experiences over possessions.

It’s an innate human condition to search for self-fulfillment and experience true happiness in our lives. As long as civilization has existed, the question of how to achieve this has remained somewhat elusive. Can money buy happiness? Well, in some ways it may. In this article, we’ll look at how accumulating experiences over possessions can […]

Loving Your Golden Years: How to Cultivate Your Retirement Mindset

Prepare to love your golden years by cultivating a retirement mindset that can help you navigate this major life transition.

Retirement is a major phase of transition, and it’s likely that the day-to-day routine that you’ve been so accustomed to over the years will change dramatically. Although you may have planned for the financial aspects of retirement, it’s just as important to adopt a retirement mindset that will help you prepare mentally and emotionally for […]

Navigating Financial Stress During Life Transitions

Empower yourself with stability by employing these expert strategies for navigating financial stress.

Financial stress and anxiety are things we all experience at times. When our lives go through major upheaval or big changes, such as divorce or the arrival of a new baby, these feelings can be difficult to manage. Not only can these feelings impact our finances in negative ways, but they can significantly impact our […]

How to Use the S.M.A.R.T. Goals Method to Set and Achieve Your 2024 Financial Goals

Learn how to better prioritize achieving financial goals this new year with the S.M.A.R.T. goals method.

As we stand at the beginning of a new year, it’s not merely about turning the calendar page; it’s an opportune moment to set the stage for financial success in 2024. The key to realizing your financial aspirations lies in the methodical approach of setting S.M.A.R.T. goals — a framework that ensures your objectives are […]

Consider These Wealth Building Habits to Start the New Year with Confidence

Dive into the world of financial empowerment with these ten wealth building habits to take on in the new year.

As we usher in a new year, it’s an opportune time to reflect on our financial goals and cultivate habits that pave the way for wealth-building. Building wealth is not just about making money; it’s about creating a solid foundation for financial security and future success for yourself and your family. To help you on […]

Investor Resolutions: Strengthen Your Portfolio for the Coming Year

New Year, New Portfolio! Elevate your investment game and fortify your portfolio with these investor resolutions.

As we say goodbye to 2023 and get ready for the upcoming year, it’s a great opportunity to look over your finances to ensure you’re starting the new year on the right foot. As you’re looking through your finances, it’s important to carve out some time specifically to look over your investment portfolio to see […]

Practice Gratitude to Improve Your Finances This Holiday Season

There is an important relationship between gratitude and finances, so learn how to use it to your advantage.

The holiday season is a time of celebration, reflection, and giving thanks. It’s a period when we gather with loved ones, express appreciation for the blessings in our lives, and extend our goodwill to others. While the focus is often on gratitude for our relationships and health, it’s essential to recognize that practicing gratitude can […]