by kimballcreekpartners | Apr 27, 2023 | Kimball Creek Videos
April Sage is the Founder of Senior Housing Advisory Services. In this series, Dr. Brock and April discuss the different levels of care for senior housing options and how to begin planning for the next phase of living! Video series: Part 1: April and Brock introduce...
by kimballcreekpartners | Dec 22, 2022 | Kimball Creek Videos
What is the best way to donate to a non-profit? We use strategies to increase tax efficiency and get more funds to those who need them. This enables our clients to be more purposeful in their donations so they can make an impact to the causes that are important...
by kimballcreekpartners | Dec 22, 2022 | Kimball Creek Videos
How do I financially prepare for the death of a parent? How do I retire from my job? What are the risks I face as I build wealth? Life is full of change. We help client navigator difficult times, so they can focus on the things that matter most to...
by kimballcreekpartners | Dec 22, 2022 | Kimball Creek Videos
What is the average return of the market? The answer could be misleading because markets are not normal. If you are trying to figure out what to expect from the stock markets, you need to understand why the “average return” doesn’t tell the...
by kimballcreekpartners | Dec 27, 2021 | Kimball Creek Videos
We are often asked to provide “second opinions” on investment portfolios. Sometimes an investor has managed their own finances for years and is looking for a professional “tune up”. Other times they have been using an advisor and simply want...
by kimballcreekpartners | Dec 27, 2021 | Kimball Creek Videos
“Should I choose a Roth IRA or a Traditional IRA.” This is one of the most common questions we hear from individuals who are saving for retirement. There are some important differences regarding when you pay tax and who is eligible. The most...
