By Jeff Gilbert As a small business or startup owner, preserving more of your profits is essential to support your family or reinvest back in your business. Taking advantage of tax deductions for small businesses in 2025 can reduce your income tax burden and help you hold on to more of your hard-earned money. Understanding […]
By Jeff Gilbert Affluent families face a distinct set of financial planning opportunities and challenges in 2025. It takes a proactive and strategic approach to navigate complex markets, changing tax rules, and the ever-increasing demands of philanthropy. I wrote this article to share key strategies for affluent families to manage their finances in the year […]
By Jeff Gilbert Season’s Greetings from all of us at Balboa Wealth Partners! This year has been filled with its share of challenges and triumphs, and through it all, we’ve been honored to serve clients like you. Your trust means the world to us, and we’re dedicated to building confidence and stability in your financial […]
