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Expert Tips on Estate Planning with Nicole C.B. Hancock

Expert Tips on Estate Planning with Nicole C.B. Hancock

by kimballcreekpartners | Apr 22, 2024 | Kimball Creek Videos

Discover the keys to securing your legacy with effective estate planning. In this insightful video, learn essential strategies to protect your assets, minimize taxes, and ensure your loved ones are provided for, now and in the future. See More Videos Facebook...
Unlocking Your Dream Home: Expert Tips on Securing a Mortgage in Retirement with Per Moerkeseth

Unlocking Your Dream Home: Expert Tips on Securing a Mortgage in Retirement with Per Moerkeseth

by kimballcreekpartners | Mar 18, 2024 | Kimball Creek Videos

Understanding your mortgage options in retirement is paramount to ensuring financial security and peace of mind during your golden years. As retirees transition from the workforce into a fixed income, careful consideration of their housing expenses becomes imperative....
Deciding When to Take Social Security: A Comprehensive Guide to Early Claims

Deciding When to Take Social Security: A Comprehensive Guide to Early Claims

by kimballcreekpartners | Mar 7, 2024 | Kimball Creek Blog

One of the most significant decisions on the road to retirement is determining when to start claiming Social Security benefits. While the earliest eligibility age is 62, making the decision to take Social Security early is nuanced and requires careful consideration....
The Fragile Decade: Avoid These 10 Common Retirement Planning Mistakes

The Fragile Decade: Avoid These 10 Common Retirement Planning Mistakes

by kimballcreekpartners | Mar 1, 2024 | Kimball Creek Blog

If you find yourself in the age bracket of 55 to 65, welcome to what financial experts often dub the “Fragile Decade.” This crucial period poses the highest risk to your dream retirement due to decisions surrounding social security, pensions, Medicare,...
Back to College-Building Your Dream Team: Lawyers, Accountants, and Partnerships for Financial Success

Back to College-Building Your Dream Team: Lawyers, Accountants, and Partnerships for Financial Success

by kimballcreekpartners | Feb 28, 2024 | Kimball Creek Videos

In the intricate web of personal finance, having a dedicated team comprising a lawyer, accountant, and financial advisor is a strategic move toward achieving long-term financial success. These professionals play distinct yet interconnected roles that, when harmonized,...
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Kimball Creek Partners

Provident Building
917 Pacific Ave # 407,
Tacoma, WA 98402

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8:30 am to 5:00 pm

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Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Kimball Creek Partners is not a registered broker-dealer or investment advisor.

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