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Navigating Complex Financial Landscapes: A Tailored Approach for Tacoma’s High-Net-Worth Individuals

Navigating Complex Financial Landscapes: A Tailored Approach for Tacoma’s High-Net-Worth Individuals

by nextAdmin1 | Aug 5, 2025 | Kimball Creek Blog

Tacoma’s financial environment is constantly evolving and high-net-worth individuals (HNWIs) face a level of complexity that demands more than basic financial guidance. With assets often spread across real estate, business ventures, investment portfolios, and...
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,...
Unlocking Financial Potential: Maximizing Social Security After Divorce

Unlocking Financial Potential: Maximizing Social Security After Divorce

by kimballcreekpartners | Feb 6, 2024 | Kimball Creek Blog

Divorce brings about significant life changes, and one area that requires careful consideration is Social Security. As a divorcee, understanding the nuances of Social Security benefits is crucial for securing your financial future. In this blog post, we’ll...
Offering Thanks-What to be grateful for this time of year

Offering Thanks-What to be grateful for this time of year

by kimballcreekpartners | Nov 7, 2023 | Kimball Creek Blog

The penultimate month of the year is often a time to reflect and offer thanks. And while economic and geopolitical uncertainty can overshadow the positives, there are things to be thankful for. Here is just some of what we’re thankful for, now that we’re in the second...
What to do with your 401k once you leave your job

What to do with your 401k once you leave your job

by kimballcreekpartners | Dec 1, 2022 | Kimball Creek Blog

When you leave your job, you have several options when it comes to your 401k account. One option is to leave your 401(k) with your former employer. If you have a balance of at least $5,000, you can usually keep your money in the plan and continue to manage it as you...
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Kimball Creek Partners

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

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Call: 800-493-6195
Email: admin@kimballcreekpartners.com

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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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