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., Accountant, 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

The amount you receive from Social Security can vary significantly depending on your earning history, how long you worke...
09/24/2026

The amount you receive from Social Security can vary significantly depending on your earning history, how long you worked, and when you begin to claim benefits.

This article breaks down the average Social Security check by age and looks at how claiming at different ages can affect your monthly benefit. Understanding these differences can be an important part of building your retirement income strategy.

Read the full article here: https://www.kiplinger.com/retirement/social-security/what-is-the-average-social-security-check-by-age

This American Business Women’s Day, we’re celebrating the women whose vision and dedication have helped shape industries...
09/22/2026

This American Business Women’s Day, we’re celebrating the women whose vision and dedication have helped shape industries and the communities around them.

We’re especially proud to recognize our very own Paula Thielen and Marisa Thielen Fugate, whose contributions built the foundation of our firm and the family legacy behind it. We’re grateful for the impact they make in clients’ lives, the stability they provide our team, and the way they put their hearts into everything they do—at the office and at home.

Whether you’re supporting family, helping a friend, donating to a cause you care about, or simply giving when the unexpe...
09/21/2026

Whether you’re supporting family, helping a friend, donating to a cause you care about, or simply giving when the unexpected arises, having a plan for generosity can help you give with intention without losing track of your own financial goals.

With credit card debt reaching $1.26 trillion, it’s a good reminder that staying on track financially isn’t always about...
09/17/2026

With credit card debt reaching $1.26 trillion, it’s a good reminder that staying on track financially isn’t always about making the perfect decision. It’s about making intentional decisions consistently.

A financial plan can help you navigate everyday spending and unexpected expenses while keeping your long-term goals in focus. For households, rising debt provides an important reminder to maintain financial flexibility while preparing for unexpected expenses. Read more here: https://abcnews.com/US/credit-card-debt-rises-126-trillion-nearing-time/story?id=135556533

There’s a lot of financial advice out there, and not all of it is created equal. Sound financial advice starts with unde...
09/16/2026

There’s a lot of financial advice out there, and not all of it is created equal. Sound financial advice starts with understanding your goals and having a plan you can stick with.
Read below as we separate a few common financial myths from the truth and look at why staying focused on your long-term strategy can matter more than following the latest advice or trend.

If you filed for a tax extension, now is the time to make sure you’re on track. October 15th is the deadline for individ...
09/15/2026

If you filed for a tax extension, now is the time to make sure you’re on track. October 15th is the deadline for individuals who requested an extension to file their federal and state tax returns. Take a moment this month to review what’s still needed and get ahead of the deadline.

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_

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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