Tricapital Blog

Estate planning represents a critical juncture in the stewardship of your financial legacy, necessitating both strategic foresight and sensitivity due to its inherent connection to your legacy and final wishes. For high-net-worth individuals, the intricacies of estate planning are compounded by the need for meticulous tax efficiency to pave the

When working on your financial strategy, emphasis often falls on the pillars of budgeting, saving, and investing. However, one critical aspect that demands equal attention is tax planning. Seamlessly embedding tax planning in your financial plan can bring about substantial benefits, enhancing your financial wellness. For those aiming to refine

Creating freedom in your life often starts with establishing consistent habits. This truth applies as much to achieving financial freedom as it does to enhancing your personal well-being through exercise or a balanced diet. Financial freedom isn’t a distant dream; it’s a tangible reality that can be built on the

As you reach your forties, you may begin thinking more about saving for retirement and whether you’re on the right track. It’s recommended that you have three times your annual salary saved by the time you reach 40. However, the average American between the ages of 40 and 49 had

The TriCapital Wealth Management team is excited to announce the firm’s 25th Anniversary! Founded on a simple premise, and with a commitment to excellence, they have been gratified to serve clients in Charlotte and the surrounding area since 1999. “We chose the name TriCapital 25 years ago because we operate

It’s an innate human condition to search for self-fulfillment and experience true happiness in our lives. As long as civilization has existed, the question of how to achieve this has remained somewhat elusive. Can money buy happiness? Well, in some ways it may. In this article, we’ll look at how