Tencap Wealth Coaching

12/11/2024

Keeping most of your wealth and minimizing the amount you owe in taxes may be more challenging if you generate income abroad.

Fortunately, the US government has treaties with other countries to help minimize your liabilities. Learn more about it here:

Income tax treaties in the US can efficiently preserve your wealth for the long term. Read more here.

12/10/2024

https://www.tencap.com/blog/why-do-most-americans-fail-to-save-for-retirement/

Far too many people are unprepared for retirement! It’s time to get at the root cause for success and failure and everything between!

12/10/2024

Want to secure your family’s wealth for future generations? Our article shares strategies for preserving and growing your family’s legacy.

Building generational wealth does not stop at accumulating money. Here are valuable insights to help you develop and maintain your family's wealth.

12/09/2024

Selling a business in Utah can be a long process if you don’t have a plan. Our guide is here to help.

Selling your business can signify success and earn you a tidy profit. Learn the ways of selling a business in Utah in this handy guide.

12/07/2024

Step one is being able to financially retire. Step two is deciding if you want to retire.

High-net-worth retirement planning is the key to financial independence. Retire on your terms, prepared!

Learn more about it in our latest blog:

Obtaining financial independence is highly rewarding! Learn about high-net-worth retirement planning in this blog.

12/06/2024

Rolling over a 529 plan to a Roth IRA could be a wise move for any unused funds. There are a whole host of benefits anytime you can get money into a ROTH IRA. Read our latest guide about 529 plan rollovers:

Don't let excess funds in your 529 plan sit idly. Here's your guide for a 529 plan rollover to a Roth IRA.

12/05/2024

We are pleased to announce that Greg Black (Founder) and Joe Griffin (CEO) of Tencap Wealth Coaching will be featured in the Top 100 People in Finance magazine.

Founded in 2012 by Greg Black, Tencap Wealth Coaching has built its reputation on a solid foundation of comprehensive financial planning and personalized client education. With a focus on delivering excellence in three core areas—money management, tax planning, and client education—the firm has grown rapidly, expanding from a single office in Utah 24 months ago to seven offices across Utah, Idaho, and North Dakota, with an eighth location set to open by year end. Tencap’s success is driven by its adherence to a highly academic money management philosophy. The firm’s approach is rooted in rigorous research and a deep understanding of financial markets, ensuring that all investment strategies are grounded in sound economic principles. This academic approach is complemented by a strong emphasis on tax planning, making Tencap a leader in the tax planning space. Since Joe Griffin joined as CEO in 2022, Tencap has continued to grow its national presence and refine its service offerings. With 14 years of experience in building and managing financial planning firms, Griffin has a track record of leading firms to substantial success, including growing assets under management to just under a billion dollars at his previous firm.


Tencap Wealth Coaching

11/04/2024

Lower fees, higher returns. Tencap has reduced expense ratios across our model portfolios to help clients maximize long-term growth. Discover how these changes benefit your wealth.

Discover how Tencap’s reduced expense ratios can maximize your investment returns. Lower fees mean more growth over time—here’s why it matters for your wealth.

10/24/2024

If you are managing your own money, there is something for you to consider here.

If you are managing your own money, check out this story.

10/15/2024

Equity investing can drive long-term wealth, but a strategic approach is essential. In our latest article, we outline 6 Tips for Successful Equity Investing and Navigating Through The Stock Market. Learn key strategies like portfolio diversification and fee management to make informed investment decisions.

Click to read more:

Media: Pexels Investing in the equity market can be a powerful way to grow your wealth over time. But contrary to what some online guides may suggest, it's not as simple as logging onto a trading

10/14/2024

https://www.ksl.com/article/51151006/tencap-wealth-a-utah-based-financial-planning-firm-opens-its-7th-office

With seven locations and more planned, Tencap views tax planning as imperative for any high net worth client.

09/30/2024

Couples often face financial challenges, which is why honest discussions and regular check-ins are so important. Open communication is key to fostering trust and preventing disagreements.

Need extra support? A financial advisor can help set realistic goals and create a plan that works for both of you, helping you grow stronger as a team.

Read more here:

Media Source: Pexels In any relationship, managing money can often be one of the trickiest challenges you’ll face together. Not to sound all doom-and-gloom, but 45% of couples argue about money

09/26/2024

Physicians, allow me to draw a parallel between calling time of death, and your investments.

Before doctors declare the time of death, they verify and analyze distinct things. What similarities exist between declaring time of death, and your investments?

09/23/2024

Physicians! I have spoken to hundreds of Doctors about saving for retirement. With that many people you can imagine I have heard of every scenario. Some physicians have done a remarkable job saving - some have procrastinated and some are destitute!

The number one thing I have learned is how easy it is to put off saving/planning for retirement. It’s just so easy to feel like the day of needing to lean on your savings is so far away it will never come. But it comes, it always comes. Speak to anyone that is retired and they will tell you how fast it comes.

End up on the right train arriving at the destination of your choosing. Any other option is completely disappointing!
You can do it. We can help. Call us today to schedule a no-cost consultation!

Transforming Your Investing Experience

09/13/2024

If you are a "DIY financial planner" here are a few considerations.

DIY financial planning democratizes investments but introduces many potential pitfalls. Learn how to avoid them in this guide!

09/10/2024

Passing on your wealth and maximizing stretch benefits means avoiding common pitfalls. Preserve and optimize your family’s legacy with a qualified professional. Here are some helpful tips to consider.

Estate planning suggestions for high-net-worth individuals and families.

09/09/2024

Financial planning is essential for executives, considering the high-stakes nature of their roles. In our experience executives often have to give an egregious amount of time to their positions. As such many overlook important aspects of an enduring financial plan. That causes them to miss out on significant wealth-building opportunities.

Let us help you get to a place where you can retire. From there, you can decide when to retire.

What are those oversights, and how can executives turn them around? Learn more:

Financial planning for executives is essential, given your role’s demands. What aspects of your financial plan might you be overlooking?

09/09/2024

Amassing wealth is not the be-all and end-all of financial responsibility. A crucial additional category is guarding your wealth from a whole host of scenarios that insurance protects. Learn leading insights tailored for high-net-worth individuals like yourself, in our latest article on insurance planning strategies!

Insurance planning for high-net-worth individuals is often full of little details. More wealth means more responsibility and more structure. Here is what we are seeing: