Thielen & Associates, Inc.

Thielen & Associates, Inc. Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Thielen & Associates, Inc., 591 W Hamilton Avenue, Ste 201, Campbell, CA.

Paula Thielen, Ph.D., MBA, CGMA, CPA/PFS, Wealth Management Advisor, Tax & Wealth Strategies

Jeremy Thielen
CPA, PFS General Partner, Tax & Financial Strategies

Marisa Thielen Fugate
Wealth Management Advisor, General Partner, Tax & Wealth Strategies

09/04/2026

College is already back in session, but that doesn’t mean the conversation around paying for it is over.

For many families, the start of a new semester is a good reminder to take a closer look at how education costs fit into the bigger financial picture. In our latest blog, Jeremy Thielen explores alternative ways families can approach education costs while keeping their own financial future in mind.

From exploring scholarships and asking students to contribute to using 529 savings strategically, there may be more options than simply taking on additional debt or putting your retirement at risk: https://www.thielenassociates.com/news-and-resources/blog/rethinking-how-you-pay-for-college

Considering purchasing an electric in 2026? While used vehicles typically depreciate over time, used EV prices have incr...
08/27/2026

Considering purchasing an electric in 2026? While used vehicles typically depreciate over time, used EV prices have increased this year, despite more vehicles entering the market.

For buyers and sellers, changing market conditions can significantly affect the value and affordability of an EV. Understanding those dynamics is an important part of making an informed decision about a purchase or sale. https://www.cnbc.com/2026/07/31/used-ev-prices.html

Teaching kids about money starts with giving them opportunities to practice. A checking account can be a useful tool for...
08/27/2026

Teaching kids about money starts with giving them opportunities to practice. A checking account can be a useful tool for helping children and teens learn to budget and take responsibility for everyday financial decisions, while still providing guidance. This article explores the factors in choosing an account and how the account can transition when your child reaches adulthood.

Learn more: https://finance.yahoo.com/personal-finance/banking/article/how-to-open-a-checking-account-for-a-minor-213416031.html

2026 Social Security changes include more than the 2.8% COLA. Each year, changes to benefits, earnings limits, and other...
08/25/2026

2026 Social Security changes include more than the 2.8% COLA. Each year, changes to benefits, earnings limits, and other Social Security rules can affect retirement income and financial planning. Staying informed can help you understand how these updates might affect your overall retirement strategy.

View the 2026 Social Security changes here: https://www.ssa.gov/cola/factsheets/2026.html?utm_

Markets move, and that’s a part of the journey. But reacting to every headline or market swing can take investors away f...
08/21/2026

Markets move, and that’s a part of the journey. But reacting to every headline or market swing can take investors away from what really matters: your long-term goals.

A well-constructed plan is designed to help you stay on track through the market’s natural ebbs and flows. If you have questions about your portfolio or want to review your investment strategy, we’re here to help.

Reminder to all business owners: The entity tax deadline is September 15! If you haven’t finalized your filing or review...
08/13/2026

Reminder to all business owners: The entity tax deadline is September 15! If you haven’t finalized your filing or reviewed your estimated payments, now is the time to connect with your tax advisor to make sure you’re prepared.

Our financial decisions are influenced by more than just the numbers. When spending is immediate and easy, it’s common t...
08/12/2026

Our financial decisions are influenced by more than just the numbers. When spending is immediate and easy, it’s common to make purchases without considering their impact on your broader financial priorities.

Creating intentional pauses when spending can help to reduce the impact of impulsivity and encourage more deliberate decision-making. Learn more about how brain hacking could have a meaningful impact on your financial wellness: https://www.wsj.com/personal-finance/savings/brain-hacking-better-with-money-e61514ce?mod=personal-finance_lead_pos3

08/10/2026

“Is now the right time to buy a home in the Bay Area?”

The answer isn't simply about market conditions and interest rates. It's about whether buying a home aligns with your financial goals, lifestyle, and long-term plan.

In our latest blog, Marisa Thielen Fugate shares six important factors to consider before making one of life's biggest financial decisions. Read the full article to learn more: https://www.thielenassociates.com/news-and-resources/blog/is-now-a-good-time-to-buy-a-house-in-the-bay-area

07/28/2026

A busy week of economic data is ahead, but all eyes are on the Fed. Join CIO Gene Goldman, CFA on this week’s episode of as he breaks down what to expect from the upcoming Fed meeting, the latest inflation risks, and why September could be a key month for interest rates.

Learn more: https://lnkd.in/eBGrDfHG

From building an emergency fund and saving for retirement to paying down debt and planning for a home, there are a handf...
07/23/2026

From building an emergency fund and saving for retirement to paying down debt and planning for a home, there are a handful of financial milestones that can help keep you on track toward building a strong financial foundation. Visit this article for a checklist of financial goals for your current stage of life, as well as strategies for how to prioritize them if you're feeling behind: https://www.kiplinger.com/personal-finance/how-to-save-money/financial-checklist-for-your-30s

Address

591 W Hamilton Avenue, Ste 201
Campbell, CA
95008

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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