Jensen & Associates

Jensen & Associates A private wealth advisory practice of Ameriprise Financial Services, LLC.

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

The job market is challenging for many Americans, right now. If you’d like to discuss financial strategies to prepare fo...
06/17/2026

The job market is challenging for many Americans, right now. If you’d like to discuss financial strategies to prepare for periods of uncertainty, let’s connect.

Discover why hiring stalled in 2025 and get our forecast on what a labor market recovery could look like in 2026.

Life changes can sometimes mean your financial documents should change too.Summer can be a good time to review:• Benefic...
06/16/2026

Life changes can sometimes mean your financial documents should change too.

Summer can be a good time to review:
• Beneficiaries
• Estate documents
• Account titling
• Healthcare directives
• Retirement accounts

Major milestones like marriage, divorce, a new child or a career transition may all warrant a review.
https://bit.ly/4fTBMFr

06/16/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

As the midterm elections draw closer, here’s a helpful overview of how stocks may behave this year. And if you’re concer...
06/13/2026

As the midterm elections draw closer, here’s a helpful overview of how stocks may behave this year. And if you’re concerned about the potential impact on your investment portfolio, let’s connect.

5 midterm market trends to watch — and what it means for your portfolio.

Families are built in many different ways — and financial planning should reflect that.Whether you’re planning for:• Mar...
06/11/2026

Families are built in many different ways — and financial planning should reflect that.

Whether you’re planning for:
• Marriage
• Adoption or surrogacy
• Blended family dynamics
• Caring for aging parents
• Retirement with a partner
• Building long-term legacy plans

having thoughtful conversations early can help create greater clarity around future goals and responsibilities.
https://bit.ly/4opvf7F

New rules around 401(k) catch-up contributions could impact how some individuals save for retirement in the coming years...
06/09/2026

New rules around 401(k) catch-up contributions could impact how some individuals save for retirement in the coming years.

Understanding contribution limits, age-based eligibility, and upcoming changes can help you make more informed decisions as part of your long-term retirement strategy.

This article from Morningstar breaks down what’s changing and what savers may want to keep in mind moving forward.

Read more here:

What high-income retirement-plan participants need to know if they’re over the age of 50.

June is a natural checkpoint for your financial goals.A mid-year review can help you:• Revisit savings goals• Evaluate r...
06/08/2026

June is a natural checkpoint for your financial goals.

A mid-year review can help you:
• Revisit savings goals
• Evaluate retirement contributions
• Prepare for upcoming life changes
• Review estate or beneficiary information
• Discuss major purchases or travel plans

Small adjustments now can help keep long-term goals aligned with what matters most to you and your family.
https://bit.ly/4vFEovb

Happy 23rd Anniversary to Ryan and Tim! On June 1st, Ryan and Tim celebrated 23 years together and captured this special...
06/07/2026

Happy 23rd Anniversary to Ryan and Tim!

On June 1st, Ryan and Tim celebrated 23 years together and captured this special photo to mark the occasion.

Wishing them many more years of happiness, laughter, and wonderful memories together. Congratulations on this incredible milestone!

Retirement planning isn’t just about reaching a number — it’s about preparing for the lifestyle you want.For some, that ...
06/06/2026

Retirement planning isn’t just about reaching a number — it’s about preparing for the lifestyle you want.

For some, that may mean:
• Traveling more
• Supporting family members
• Relocating
• Volunteering
• Pursuing a second career
• Creating flexibility and independence

A thoughtful plan should reflect your personal goals and priorities — not someone else’s version of retirement.
https://bit.ly/43SdVhW

06/05/2026

Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

Address

303 East Wacker Drive, Ste 1575
Chicago, IL
60601

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 3pm

Telephone

+13125466070

Alerts

Be the first to know and let us send you an email when Jensen & Associates posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Jensen & Associates:

Featured

Share