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Jan Gleisner | Financial Planning in San Diego | Blog

All About IRAs & How They Work

An individual retirement account, or IRA, is a specific type of savings account designed for retirement savings. IRAs come in several forms, but all IRAs offer tax advantages that make it easier to save money for retirement. An IRA is a wise choice if your employer...

How to Rebalance the Assets in Your Portfolio

When investment portfolios are designed, financial planners follow factors and strategies that result in a certain weight assigned to the various asset groups. A widely recommended approach involves balancing the weight of the asset classes for the purpose of matching...

6 Mistakes to Avoid When You’re Investing

When it comes to investing, everyone is bound to make mistakes. In September 2008, a series of investing mistakes made by major Wall Street firms and large banks culminated in a spectacular stock market crash and the advent of the global financial crisis. Quite a few...

6 Crucial Facts About 401(k) Plans

One of the first decisions you need to make when you’re hired at a new company is whether you’ll participate in the 401(k) plan. While participating in a 401(k) means more money coming out of your paycheck, it also means you’ll be building a nest egg for...

How to Make Extra Cash in Your Spare Time

Aside from being extremely frugal, increasing your income is the most effective means of improving your financial situation. Even if your paycheck covers your household expenses and provides some level of disposable income, earning some extra cash in your spare time...