David J. Jensen, Financial Services Professional with Equity Services, Inc.

01/15/2025

"In 500 feet, turn left on Easy Street." ↩️

07/15/2024

One frequently overlooked dynamic of retirement planning is considering what kinds of activities will fill your time during your post-career years and how well your health will support those activities as you age.

When retirement planning, it’s best to expect to do the big (and more expensive) stuff early on, when you’re healthier, then slow things down as you get older.

07/14/2024

Are you familiar with the difference between fixed and variable expenses? It's important to include both when budgeting. Let's connect about your financial goals.

Knowing the differences between fixed and variable expenses is key. These expenses can be either recurring or one-offs and they affect your budget differently.

07/13/2024

Do work that matters.
With people you respect.
In a location that works for you.

National Life is in Montpelier, VT and Dallas, TX:
https://bit.ly/3WjXurN

07/12/2024

Are you or someone you know going through a major life change, such as a divorce? Let's connect about your financial future.

Conflict is costly during divorce, and often focuses on money. Address the emotional and practical aspects of your financial settlement, to reduce stress and fear related to money.

07/11/2024

What an inspiring story! "These habits helped me to save and invest over $1.7 million before turning 40, as a first generation Filipino American woman and self-taught money nerd."

These habits helped me to save and invest over $1.7 million before turning 40, as a first generation, Filipino-American woman and self-taught money nerd.

07/10/2024

Do you feel financial stress and find at least one money topic intimidating? My door is open to connect and share my expertise with you.

Most Americans feel financial stress and find at least one money topic intimidating, according to a new NerdWallet study.

07/09/2024

"Whether it's due to longevity, divorce or other lifestyle choices, nearly 80% of women will become solely responsible for their finances at some point in time." Let's connect to make sure you are ready.

If you’re not already well-versed in financial planning, it’s a good idea to get there now so you can proactively meet challenges rather than simply react to them.

07/08/2024

Are you or a family member a Gen Z adult, ages 18 to 27? Despite grappling with inflation Gen Z has the power to start building good financial habits now for a healthy financial future.

Navigating personal finances is no walk in the park no matter what year you were born. But for Gen Z adults -- ages 18 to 27 -- the journey has a few more obstacles. Find Out: Here's How Much the...

07/08/2024

With building wealth as a goal, is frugal living part of your plan?

Oops, How Embarrassing! The page you are looking for no longer exists. Try finding it by using the search form below. Or navigate to one of our popular pages. Search 12 Best Coupon Apps of 2024 30 Ways To Get Free Stuff (That Aren’t Scams) 13 Ways To Earn Money From Paid Surveys [At Home, Online &...

07/08/2024

What is your budgeting strategy? Have you tried the 50/30/20 rule? Let's connect to discuss your financial goals.

The 50/30/20 budget rule is a popular budgeting strategy known for its simplicity. Learn more about how it works.

07/08/2024

Being open about money helped Amanda Clayman become "financially healthy."

Amanda Clayman, a financial therapist, was once $19,000 in debt. Being open about saving helped her save money and strengthen her relationships.