by kimballcreekpartners | May 6, 2021 | Kimball Creek Videos
Today we are talking about charitable giving strategies. Donations in Kind are a powerful way to efficiently give to charitable causes. These direct gifts are a great way to help charitable organizations, while reducing your tax bill. These types of donations are not...
by kimballcreekpartners | Apr 28, 2021 | Kimball Creek Videos
What is the most important question to ask before setting financial goals? In Lewis Carol’s famous novel Alice in Wonderland, Alice asks the Cheshire Cat what fork in the road to take. The Cheshire Cat replies, “That depends a good deal on where you want to get to.”...
by kimballcreekpartners | Apr 15, 2021 | Kimball Creek Videos
Because we have helped a lot of individuals through both the planning and the sorting process, we have learned that inattention and procrastination can hurt family wealth. Although some estate planning is better than none, sometimes people address wealth transfer...
by kimballcreekpartners | Apr 7, 2021 | Kimball Creek Videos
In terms of political turmoil, the 60’s and 70’s can be considered analogous to today. For example, in 1968 the USA was involved in the Vietnam war, Martin Luther King was assassinated, and there was a great deal of protests and even violent demonstrates as...
by kimballcreekpartners | Mar 22, 2021 | Kimball Creek Videos
“Every investment is an education. The only question is whether you will pay tuition or get a scholarship. ” One of the biggest problems faced by a novice, is not recognizing the breadth and depth of knowledge required to truly be an expert. This...
by kimballcreekpartners | Mar 15, 2021 | Kimball Creek Videos
U.S. federal debt has risen for decades. However, not all debt is created equal. Falling interests rates may be mitigating some concerns around ballooning national debt. “U.S. Government debt has increased nearly 800% since 1990. However, interest payments on...
