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Tricapital Blog

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

Randall E. White

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

Randall E. White

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

Randall E. White

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

Randall E. White

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

Randall E. White

Building an investment portfolio is a careful balancing act between risk and reward – one that carries the potential to shape your financial future. Every investment decision carries a level of uncertainty, but understanding how different assets align with your financial goals can help you make informed choices. Whether you’re

Randall E. White

As you get closer to retirement, it’s normal for your investment priorities shift – in fact, they should. The aggressive growth strategies that may have worked in your 30s and 40s might not align with your financial goals now that you’re knocking on retirements door. Instead, preserving wealth and generating

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