Tricapital Blog

WAYS TO MAXIMIZE THE BENEFITS OF YOUR PHILANTHROPIC GIFTS Practicing philanthropy is a very personal decision. More often than not, it’s about more than money – it’s about your values, passions, and vision for the future. However, even if saving money on your taxes isn’t your main reason for giving

USE THIS CHECKLIST TO HELP ENSURE YOUR AFFAIRS ARE IN ORDER None of us like to think about a world that we’re no longer a part of, yet we all have limited time on Earth. Having to make decisions about who should raise your children or which of your children

GUIDELINES TO SHARPEN YOUR VISION OF WHAT RETIREMENT MEANS TO YOU It’s no secret that the key to a successful and fulfilling retirement is a well-planned, comprehensive retirement plan. While creating your retirement plan, there are three big questions that you must ask yourself in order to clarify your vision

HOW TO STAY UP TO DATE AND DO ALL YOU CAN TO REDUCE YOUR TAX BILL As we approach the April 18, 2022 tax filing deadline, remember that preparation is the key to maximizing your tax situation. It’s never too soon to start thinking about how to handle your federal

IF YOU’RE STRUGGLING WITH THIS NEW CHAPTER, YOU’RE NOT ALONE Most people spend decades of their working lives planning for and dreaming about how they want life to look in retirement. They plan where their income will come from, where they’re going to live, what trips they may be going

STRATEGIES TO HELP ENSURE FINANCIAL STABILITY IN RETIREMENT If you want to achieve financial independence and live the life of your dreams, you’ll need to adopt wealth-building habits that help you accomplish your goals. Like any habits, wealth-building habits must be regularly practiced until they become second nature in order