Tricapital Blog
Discover practical approaches to financial planning, investment strategies, retirement planning, and more.
Entering retirement is a significant milestone—a time to relish the fruits of years of labor. However, it also ushers in a new phase of financial planning that requires a well-thought-out, post-retirement investment strategy. Without a regular paycheck, managing your nest egg becomes an important part of maintaining your desired lifestyle.
Investing can feel a lot like sailing on the open seas. There are moments when it’s smooth, with clear skies and prosperous winds, but there are also inevitable storms and turbulent waters. Just as a seasoned captain prepares for changing conditions, a savvy investor must deliberately manage risk if they
With multiple financial goals to plan for, many parents today face a difficult dilemma: should they prioritize retirement savings or focus on saving for their children’s college education? It’s a noble sentiment to want to give your children the best possible start in life, but focusing on your retirement savings
When it comes to planning for your child’s education, navigating the financial landscape can be daunting. The cost of college education continues to rise, and the pressure to save enough can feel overwhelming. But here’s the good news: there are several tax-efficient college savings tools designed to make saving for
Parents often commit to doing anything for the health, safety, and security of their children. For many, this translates into financial support – oftentimes long into adulthood. For several years now, there has been an emerging trend among young adults – and Millennials in particular – needing to rely on
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
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