Entries by Jeff Gilbert
Planning for the Long Haul: Addressing Inflation’s Impact on Your Financial Plan
By Jeff Gilbert Inflation acts like erosion as it quietly eats away at the value of our money—often without us realizing it until many years down the road. You might only notice the effect it’s had on your day-to-day life when there’s a bit less in your bank account than before, or when your grocery […]
Top 10 Tax-Planning Strategies to Maximize Your Savings
By Jeff Gilbert Tax planning often falls into the category of tasks we tend to procrastinate—those things we know we should do but would rather avoid. While it’s tempting to delay until tax day approaches, being proactive with your tax-planning efforts can ultimately save you both time and money. At Balboa Wealth Partners, our mission […]
