Tricapital Blog

Planning for the future often focuses on building wealth, but equally important is planning how that wealth will be transferred when the time comes. Legacy planning is about more than financial assets; it’s about values, relationships, and the long-term impact you want to leave behind. Whether you’re planning for your

Giving back is one of the most rewarding ways to use your wealth. Whether you’re supporting causes that are close to your heart or building a legacy for your family and community, charitable giving allows you to make an impact beyond yourself. But did you know that how and when

However, diversification isn’t about spreading your money around randomly. It’s about creating a purposeful mix of growth, income, and stability so your portfolio can adapt as the market shifts, and as your life evolves. Think of it as building a strong foundation with different layers of support, so no single

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