Tricapital Blog

YOUR HSA CAN BOLSTER YOUR SAVINGS, YOUR RETIREMENT PLAN, AND MORE If you qualify for a health savings account (HSA), it’s a good idea to understand all the benefits it can provide. It can be a valuable tool to combat the high costs of healthcare, which are only continuing to

RIDING OUT THE VOLATILITY CAN IMPROVE YOUR PORTFOLIO OVER TIME The primary function of financial journalism seems to be terrifying us out of ever achieving our financial goals by shrieking about the market’s volatility. We’ve been reminded of this almost hourly as the S&P 500 approached “official bear market territory,”

FOLLOW THESE FOUR STEPS TO ENSURE YOUR ASSETS STAY PROTECTED There’s a lot that goes into estate planning and, hopefully, you’ve got a plan in place to ensure your wishes are carried out. However, one piece of the puzzle that is missing for many people is ensuring that beneficiaries are

TEACHING FINANCIAL LITERACY TO THE NEXT GENERATION LEAVES A LASTING LEGACY Moments passed with children and grandchildren are always time well spent. The lessons you give them will last the rest of their lives. April is Financial Literacy Month, an ideal time to begin a conversation with your grandkids about

WAYS TO MAXIMIZE THE BENEFITS OF YOUR PHILANTHROPIC GIFTS Practicing philanthropy is a very personal decision. More often than not, it’s about more than money – it’s about your values, passions, and vision for the future. However, even if saving money on your taxes isn’t your main reason for giving

USE THIS CHECKLIST TO HELP ENSURE YOUR AFFAIRS ARE IN ORDER None of us like to think about a world that we’re no longer a part of, yet we all have limited time on Earth. Having to make decisions about who should raise your children or which of your children