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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...

Steps to Take If You Just Received a Large Inheritance

Windfall inheritance situations are not as common as they used to be. The dynamics of wealth have changed, and we live in a world where assets are more carefully managed, which means you’re more likely to receive periodic distributions from a trust than a large, lump...

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...

8 Great Software Tools to Help You Manage Your Finances

Thanks to ongoing advances in personal computing and information technology, personal finance and money management has become easier than ever. Gone are the days when pencil and paper along with Microsoft Excel were the best personal finance tools at your disposal....

Things That Should Be Included in a Financial Plan for a Business

The financial section of a business plan tends to get the most attention from commercial lenders, accountants, and potential investors. For this reason, company owners should also pay close attention to how they present this crucial aspect of their enterprises....

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...

5 Tips to Keep in Mind When Negotiating a Business Deal

Negotiating successfully in today’s competitive business atmosphere can make all the difference in the world when it comes to success or failure. With such consequences, it’s essential to be well versed in the art of the compromise. Trusted financial...

How Can Advancing in Your Career Affect Your Financial Future?

Career planning is an aspect of life that should be handled right alongside financial planning. However, this does not always end up being the case. For many young Americans, career planning is mostly centered on pursuing college degrees for jobs deemed to be in...

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...

6 Money Saving Tips If You Have a Mortgage

Ownership of a home is one of the pillars of the American Dream, but for many people it can become a nightmare in terms of financial stress. Mortgage brokers and financial advisors often recommend a 36 percent debt-to-income ratio as it relates to monthly household...