Thielen & Associates, Inc.

Directions Website Contact the business

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

Medicare Open Enrollment doesn't necessarily mean you need to change your coverage. It is, however, a good opportunity t...
10/16/2026

Medicare Open Enrollment doesn't necessarily mean you need to change your coverage. It is, however, a good opportunity to review your current plan, understand what's changing, and determine whether it still meets your needs for 2027.

Reminder: if you requested an extension earlier this year, October 15 is the deadline to file your federal income tax re...
10/14/2026

Reminder: if you requested an extension earlier this year, October 15 is the deadline to file your federal income tax return. Our team is hard at work wrapping up extended returns, and we will be in touch if any information is outstanding.

October is National Financial Planning month! Financial planning connects today’s decisions—such as how much to save or ...
10/12/2026

October is National Financial Planning month! Financial planning connects today’s decisions—such as how much to save or spend—with tomorrow’s goals, and it’s not just for retirement! Financial planning can help you at every stage of life—from paying for college and buying a home to building a business and saving for long-term care.

10/06/2026

Tax planning and investment planning often go hand in hand. Yet there are opportunities to potentially reduce taxes that can be overlooked when the two are treated separately.

In her latest Forbes piece, Paula Thielen highlights three areas where strategic tax planning can make a difference: asset location, the timing of required minimum distributions, and rebalancing across household accounts.

Understanding how taxes can affect investment decisions may help investors keep more of their money working toward their long-term goals.

Read the full article here: https://www.forbes.com/councils/forbesfinancecouncil/2026/09/10/3-tax-saving-opportunities-even-financial-advisors-sometimes-miss/

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.

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

Website

Alerts

Be the first to know and let us send you an email when Thielen & Associates, Inc. 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 Thielen & Associates, Inc.:

Shortcuts

Share

Category