About Jeff Gilbert
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Entries by Jeff Gilbert
Can A Donor-Advised Fund Save You Money On Taxes?
By Jeff Gilbert Can you think of one person who doesn’t want to save money on their taxes and be generous at the same time? Neither can I. Donor-advised funds could be a great option to lower your taxable income, which will decrease the amount you pay in taxes and simultaneously give more money to […]
What Should You Do About The Coronavirus And Stock Market Volatility?
The financial markets took a big dip early this week over fears about the spreading coronavirus, erasing gains from earlier this year. After the Dow lost over 800 points on Tuesday, it was down a total of 1,900 points in two days. Investors are understandably nervous about their money and their health. If you are […]
5 Ways To Prepare For A More Affordable Retirement
By Jeff Gilbert Retirement is expensive. That’s one thing everyone can agree on. But what if there were steps you could take now to actively reduce the amount of money you’ll need later on? That’s exactly what we’ll talk about today. Ready? Here are 5 ways to prepare for a more affordable retirement. 1. Pay […]

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Balboa Wealth Partners, INC. is an SEC-registered investment advisor. Advisory services are only offered to clients or prospective clients where Balboa Wealth Partners, and its representatives are properly licensed or exempt from licensure.