Tricapital Blog

Turning 50 marks a meaningful shift in your financial life. You’re likely entering a phase where retirement is less of a distant idea and more of an approaching reality. Managing investments after 50 isn’t about overhauling everything, it’s about refining your approach to align with your changing priorities. Here are

When it comes to financial planning, most conversations focus on retirement accounts, investment performance, or tax strategies. But there’s a broader conversation worth having—one that’s about aligning your money with what matters most to you. That’s where managing lifestyle, community, and legacy capital for long-term success comes in. These three

As you approach or surpass your 50s, you might start to feel an urgency to focus on retirement planning after 50. This is the time when retirement may seem just around the corner, but there’s still plenty to consider. The good news? It’s not too late to take control of

The transition to retirement is an exciting milestone, but it can also feel a bit overwhelming. It’s a time of major change — not just in your daily routine, but in how you approach your finances. Knowing the right steps to take in this stage of life can make a

Charitable giving is about more than simply writing a check—it’s a way to express your values, support the causes that matter most, and create a lasting impact. But with so many organizations and options available, how can you give in a way that’s thoughtful, effective, and truly meaningful? A well-crafted

To leave a meaningful legacy for future generations, it’s important to think beyond just financial wealth—legacy planning is about passing down wisdom, values, and a strong financial foundation that shapes the future. It’s the imprint you make on future generations, shaping how they live, give, and grow. Whether your goal