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Focus on Your Financial Freedom with These Five Steps

Discover five financial freedom tips to update your financial plans this July and work towards achieving greater financial independence.

July is a great time of year to think about assessing and updating your financial plans. Why? Well, as we celebrate America’s Independence on July 4th, you might also take the opportunity to think more about your own financial independence and what it can mean for your lifestyle, peace of mind, and more. Just a […]

Family Financial Planning: Money Discussions with Your Aging Parents

Explore approaches to family financial planning with aging parents. Learn how to navigate financial conversations that can help reduce future stress.

As your parents age, the dynamics of your relationship may shift, especially when it involves assisting them with daily tasks and their financial management. Navigating the changing roles from child to caretaker in family financial planning can be challenging. It’s not uncommon for adult children to feel uncomfortable discussing finances with their parents, who may […]

5 Ways to Begin Building Generational Wealth for Your Family

Explore practical strategies for building generational wealth. Learn about investing in real estate, enhancing financial literacy, and more.

Building generational wealth is about creating long-term financial security that can be passed down through your family lineage. It involves more than just accumulating money; it’s about establishing a foundation of assets, investments, knowledge, and financial habits that can support your family for generations to come. In this article, we’ll discuss five strategies to consider […]

Improve Your Retirement Readiness with These Six Strategies

Boost your retirement readiness with essential strategies for financial health, investment diversification, and healthcare planning.

Preparing for retirement is an essential phase of financial planning, aimed at accruing the necessary resources and putting strategies in place for a stable and fulfilling post-work life. Improving your retirement readiness involves more than just saving money, though. It requires a comprehensive approach to financial planning that helps you to account for all the […]

Retirement Planning: Tips to Create Your ‘Exit Strategy’

Learn how to craft a retirement exit strategy, focusing on assessing financial needs, managing investments, and planning for healthcare.

Retirement planning is a critical part of financial well-being, enabling individuals to transition from their working years to retirement with confidence and stability. While the concept of retirement can be exciting, creating an effective exit strategy requires careful thought and structured planning. In this article, we discuss valuable tips to help you craft a retirement […]

High-Net-Worth Estate Planning: Tax-Efficient Strategies

Discover effective tax-efficient strategies for high-net-worth estate planning to optimize your financial legacy for future generations.

Estate planning represents a critical juncture in the stewardship of your financial legacy, necessitating both strategic foresight and sensitivity due to its inherent connection to your legacy and final wishes. For high-net-worth individuals, the intricacies of estate planning are compounded by the need for meticulous tax efficiency to pave the way for the legacy you […]

Tax Planning: An Essential Aspect of Your Financial Plan

Explore how including tax planning in your financial plan can optimize financial health and reduce tax burdens.

When working on your financial strategy, emphasis often falls on the pillars of budgeting, saving, and investing. However, one critical aspect that demands equal attention is tax planning. Seamlessly embedding tax planning in your financial plan can bring about substantial benefits, enhancing your financial wellness. For those aiming to refine their financial strategies, delving into […]

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 […]