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Jan Gleisner | Financial Planning in San Diego | Blog

8 Worst Financial Decisions You Can Make

You work hard for your money. It can be used to help you build a strong financial foundation that lasts the rest of your life, or it can be squandered with poor financial decisions today. No one enjoys worrying about money, and we all make financial missteps here and...

5 Tips for Estate Planning

Estate planning is a subject many people would rather not discuss because it involves talking about legal affairs that happen after passing away. It’s natural to avoid thinking about dying, but there is a lot more involved in estate planning than just disposing of...

Starting a Part-Time Business from Home

In 2018, small business portal FlexJobs published a report titled State of the Remote Job Marketplace, which estimated that nearly four million Americans are engaged in a self-managed economic activity from home at least three days a week. This figure includes...

7 Crucial Questions You Should Ask an Accountant

While managing your business’s finances is important, it’s not something you need to do alone. A professional accountant can be worth the expense by helping you navigate major financial decisions, plan for tax savings, and overcome financial hurdles. When...

How to Effectively Invest in the Stock Market

Since about 2015, Wall Street has been enjoying some of its more profitable years in history. From January 2016 until February 2018, the Dow Jones Industrial Average, the most closely watched stock market benchmark index, climbed from 16,466 points to a record high...

Smart Ways to Spend Your Money

Some people believe the only way to spend money wisely is to never spend it in the first place, but this is too much of a drastic approach to personal finances. The key to spending prudently is to get as much as possible out of every penny earned, and this can be...