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TRICAPITAL WEALTH MANAGEMENT

Tricapital Blog

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

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TRADITIONAL RETIREMENT PLANNING FOR COUPLES OMITS THE MOST IMPORTANT PART: GOOD COMMUNICATION DID YOU KNOW? 36% OF COUPLES SAY THEY HAVEN’T EVEN THOUGHT ABOUT A RETIREMENT PLAN[I] 47% OF COUPLES DISAGREE ABOUT HOW MUCH MONEY THEY’LL NEED IN RETIREMENT[II] Let’s say you’ve done everything right. You’re on a relatively traditional

Randall E. White

Most of us think of the cost of transportation as the monthly payment on our car, perhaps with gasoline prices factored in.  But when you add insurance, maintenance, registration fees, taxes and depreciation (that is, having to buy a new car when your current one collapses into repair hell), you

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YOUR HOME IS YOUR BEST INVESTMENT, RIGHT? A few recent analyses suggest that this old chestnut may not apply anymore—if it ever did. Researchers from the San Francisco Fed have recently concluded that from 1870 through 2015, worldwide returns on homes—that is, the average yearly home appreciation across all houses

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YOU WANT TO FEEL HAPPY, RIGHT? DOESN’T EVERYBODY? Research has shown that once you get past providing for your basic needs, additional money doesn’t materially increase your happiness level, and we all know that meds can only go so far toward adding to our sense of well-being. Are there any

Randall E. White

LIVES ARE BUSY. BETWEEN WORK, FAMILIES, AND ALL THE LITTLE DETAILS AND OBLIGATIONS IT’S EASY TO SEE HOW OUR FINANCES, ESPECIALLY LONG-TERM FINANCES, CAN GET NEGLECTED. But the good thing is, with a little effort and time on the front end, you can really get on top of your finances

Randall E. White

RETIREMENT, LIKE ANY MAJOR LIFE EVENT, CAN BE A ROCKY TRANSITION. FOR PEOPLE WHO HAD HIGH POWERED LEADERSHIP ROLES, THAT TRANSITION TO CIVILIAN LIFE MAY BE ALL THE HARDER. Each year, over one hundred CEO’s retire from the S&P 1000. They may leave with nice exit packages and praise for

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