Tricapital Blog

As we stand at the beginning of a new year, it’s not merely about turning the calendar page; it’s an opportune moment to set the stage for financial success in 2024. The key to realizing your financial aspirations lies in the methodical approach of setting S.M.A.R.T. goals — a framework

As we usher in a new year, it’s an opportune time to reflect on our financial goals and cultivate habits that pave the way for wealth-building. Building wealth is not just about making money; it’s about creating a solid foundation for financial security and future success for yourself and your

As we say goodbye to 2023 and get ready for the upcoming year, it’s a great opportunity to look over your finances to ensure you’re starting the new year on the right foot. As you’re looking through your finances, it’s important to carve out some time specifically to look over

The holiday season is a time of celebration, reflection, and giving thanks. It’s a period when we gather with loved ones, express appreciation for the blessings in our lives, and extend our goodwill to others. While the focus is often on gratitude for our relationships and health, it’s essential to

Do you have a desire to leave a legacy for your grandchildren? While the accumulation of wealth serves various purposes during your lifetime, many people also discover a deep personal satisfaction in using their wealth to support future generations of their family. If you’re planning the transfer of some of

Discussions within the family concerning financial matters are never easy, but they are absolutely vital when it comes to safeguarding a family’s wealth before a transfer to the next generation takes place. This is particularly true of money conversations with your family regarding your estate plans and wishes for after