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Tricapital Blog

Discover practical approaches to financial planning, investment strategies, retirement planning, and more. 

Randall E. White

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

Randall E. White

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

Randall E. White

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

Randall E. White

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

Randall E. White

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

Randall E. White

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


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