Tricapital Blog
Discover practical approaches to financial planning, investment strategies, retirement planning, and more.
PRESERVING GENERATIONAL WEALTH REQUIRES MORE THAN AN ESTATE PLAN If you’re hoping to put a multigenerational wealth plan in place, you’ll want to keep this old adage in mind: “rags to riches in three generations.” It refers to the phenomenon of it taking only three generations for most families to lose
HOW TO MAKE THE MOST OF A DOWNTURN After a tumultuous couple of years in the markets since the beginning of the pandemic, it’s official – we’ve entered into a bear market. When COVID-19 first hit the U.S., the market plummeted. However, it quickly bounced back with the S&P 500 rising
STRENGTHEN YOUR RETIREMENT PLAN BY AVOIDING THESE COMMON PITFALLS Creating a strong retirement plan – and avoiding retirement mistakes – are critical steps in planning for your future. Of course, unless you’re a financial professional, there may be a lot you don’t know. After 30 +years of working personally with
FOLLOW THESE STEPS TO SAFEGUARD YOUR ONLINE DATA In today’s digital age, managing and accessing your money has never been easier. You can interact with your bank accounts online, set up automatic bill payments, and use apps that allow you to track your money, investments, and budgeting – all at
USE THESE TIPS TO BETTER COMMUNICATE ABOUT THIS IMPORTANT TOPIC It’s normal for your relationship with your parents to change as they age. Perhaps you’re finding yourself helping them out more around the house or assisting them in getting to and from doctors’ appointments and staying on top of their
INDICATORS THAT A FINANCIAL PROFESSIONAL COULD HELP YOU ACCOMPLISH YOUR GOALS When you get sick, you go to a doctor. If you find yourself in legal trouble, you go to a lawyer. When you have car trouble, you go to a mechanic. All of these make perfect sense, right? And
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