Tricapital Blog

The start of a new year is a natural time to reassess your financial goals and ensure your investments are aligned with your broader strategy. Markets fluctuate throughout the year, and even the most carefully planned portfolios can drift away from their intended allocation. Rebalancing your portfolio helps bring it

As the end of the year approaches, it’s the perfect time to evaluate your financial situation and make thoughtful decisions to start the new year with a strong foundation. At TriCapital Wealth Management, we understand the importance of proactive planning to align your finances with your goals. Whether you’re focused

Teaching children the value of generosity and the importance of giving back is one of the most meaningful lessons a family can impart. Family philanthropy offers a hands-on way to instill these values, helping kids understand their role in supporting their community and beyond. By involving children in charitable activities,

For those who are passionate about philanthropy and mindful of tax implications, understanding Qualified Charitable Distributions (QCDs) can be a powerful way to integrate charitable giving into a retirement income strategy. QCDs allow individuals age 70½ and older to make tax-free donations directly from their IRA to a qualified charity.

Entering retirement is a significant milestone—a time to relish the fruits of years of labor. However, it also ushers in a new phase of financial planning that requires a well-thought-out, post-retirement investment strategy. Without a regular paycheck, managing your nest egg becomes an important part of maintaining your desired lifestyle.

Retirement is often seen as a time to enjoy the fruits of decades of hard work – and it should be! However, after years of planning, saving, and making financial decisions, healthcare costs can pose an unexpected challenge for retirees who have failed to properly plan ahead. Without adequate preparation,