Tricapital Blog

HOW TO PUT YOURSELF ON FIRM FINANCIAL FOOTING AS YOU APPROACH RETIREMENT In your 20’s, 30’s, and 40’s retirement can seem like it’s a lifetime away, but as you reach your 50’s it begins to feel much more pressing. If you are finding yourself approaching fifty and you’re not where

FINANCIAL TIPS FOR THOSE WHO JUGGLE CARING FOR AGING PARENTS WHILE RAISING KIDS If you’re part of the Sandwich Generation, you or someone you know are likely juggling the tasks of caring for aging parents and raising kids at the same time. This can be a Herculean feat, and you

GUIDANCE FOR OVERCOMING THE URGE TO THINK SHORT-TERM One of the greatest pitfalls that investors need to be aware of is something called “recency bias.” This term refers to when current events or trends influence the decisions we make with our investments. Recency can be hard to avoid because it

THIS STRATEGY OFFERS ANOTHER WAY FOR AFFLUENT INVESTORS TO PASS ALONG THEIR WEALTH If you’ve saved diligently for retirement – or your parents have – and you’ve accumulated a sizable nest egg, recent rule changes affecting retirement distributions could seriously impact your financial strategy. The Setting Every Community Up for

Planning Together Ensures You’ll Understand One Another’s Expectations Nearing retirement is an exciting time. It’s the culmination of the many years you’ve spent working hard and diligently following your retirement plans, and for many, it can be an incredibly meaningful and rewarding phase in your life. Retiring is a very

Achieving Financial Security is Just A Few Steps Away What is stopping you from achieving financial freedom? Often in life, the biggest hurdle we have to overcome is ourselves. Too often our mindset or our emotions get in the way of us achieving the goals that we’ve set. This is