Jensen & Associates

09/03/2026

September is here—and the final stretch of the year is beginning.

This is a good time to look beyond your account balances and ask a few bigger questions:

• Am I on track with the financial goals I set this year?
• Has anything changed in my income, spending, family, or priorities?
• Are there financial decisions I need to make before December 31?
• What would make me feel confident heading into 2027?

A few thoughtful adjustments now can make a meaningful difference by year-end.

If your financial plan could use a fall check-in, Jensen & Associates is here to help.
https://bit.ly/4rcf27f

08/29/2026

When it comes to saving for retirement, choosing between a Roth IRA and a Traditional IRA depends on your individual financial situation and long-term goals. Comparing the potential outcomes of each option can help you make a more informed decision.

Use this calculator to explore how each type of IRA may fit into your retirement strategy:

Individual retirement accounts can be effective tools to help you reach your financial goals. But which type of IRA is appropriate for you? Use this tool to learn more.

08/28/2026

We’d love for you to join us for our next Summer Happy Hour—this time at Welcome Back Lounge!

This is our final Summer Happy Hour of the season. Come relax with us in a cozy retro-inspired setting, complete with a vintage camper converted into an outdoor bar! As always, if there’s someone you’ve been meaning to introduce to our team, this event would certainly be perfect for it.

https://bit.ly/4xJyoDb

08/27/2026

Life doesn't stand still—and neither should your financial plan.

A promotion, retirement, a new home, changes in your family, or shifting priorities can all affect your long-term strategy.

That's why regular reviews are an important part of the planning process. They provide an opportunity to evaluate what's changed and determine whether adjustments may be appropriate.

If it's been a while since you've reviewed your plan, now may be a good time to reconnect.
https://bit.ly/4ix5e5c

08/24/2026

August often brings new routines—and new expenses. Between school supplies, activities, travel, and everyday costs, this is a great opportunity to review your monthly spending.

Ask yourself:

• Has my spending changed this year?
• Am I still saving toward my priorities?
• Are there expenses I can adjust before year-end?

A budget isn't about limiting your choices—it's about making sure your spending reflects what's most important to you.

If you'd like to review your financial plan and discuss your goals for the remainder of the year, we're here to help.
https://bit.ly/4xhQaNk

08/21/2026

For some, it's preparing for retirement.

For others, it may be buying a home, changing careers, helping family members, or planning for the future of a business.

Whatever your next major financial decision may be, having a plan can help you evaluate your options before taking the next step.

What financial goal is at the top of your list before year-end?
https://bit.ly/3U7rgBv

08/19/2026

As the year progresses, now is a good time to evaluate both your business goals and your personal financial strategy.

Consider discussing:

• Retirement plan contributions
• Business cash flow
• Tax planning opportunities
• Compensation strategies
• Long-term succession planning

Coordinating business and personal planning can help you prepare for year-end decisions more effectively.

Let's start the conversation.
https://bit.ly/4wALX6c

08/15/2026

CJ and Tim joined other top Ameriprise Financial advisors at this week’s Circle of Success National Conference in Denver. We're happy to be a part of a firm that supports advisor development to enhance your experience as a client! https://bit.ly/4hBNIfS

08/14/2026

There's still time this year to review your retirement savings strategy.

Now may be a good opportunity to ask:

• Are you on pace with your retirement contributions?
• If you're eligible, are you taking advantage of catch-up contributions?
• Does your retirement timeline still reflect your current goals?

A mid-year review can help identify opportunities before year-end deadlines arrive.

Reach out if you'd like to discuss your retirement strategy.
https://bit.ly/4gdfJIk

08/12/2026

One of the themes we often see in Harvard Business Review articles is that successful decision-making rarely happens by accident. It comes from thoughtful planning, regular evaluation, and adapting when circumstances change.

The same approach applies to financial planning.

Whether you're managing a business, preparing for retirement, or planning for your family's future, taking time to review your strategy can help you make informed decisions as circumstances evolve.

In this week’s The Insider newsletter, managing editor Gretchen Gavett writes on “the two-organizations problem”: the widening gap between the polished organization leaders present in board rooms and the lived organization employees actually work in. She also unpacks the four types of rule-bre...