Jeff Jensen, CLTC, RICP Financial Advisor

03/30/2026

It also means the ones who need to rethink their retirement plan the most may be millennials and Gen Z

yahoo.com

03/27/2026

We offer some tips on starting financial literacy conversations at a young age, teach the value of saving, plus how you can track your children's spending habits

moneywise.com

03/26/2026

Each of these approaches are just strategies, and how much a person actually needs in will depend on a host of variables unique to each individual, including the age a person retires, his or her health status at the time of and personal goals for their golden years

wvnews.com

03/25/2026

Just about anyone who earns money from a job — that is, has earned income — can contribute to a Roth , but there are income limits that prevent higher earners from opening and contributing to a Roth

yahoo.com

03/13/2026

It has:
✅ no engine
✅ no emotions
✅ no moving parts
…and still outperforms half the drivers in that parking lot.
People pull into Chipotle hungry and confident…
then leave featured on Facebook like:
“Local resident discovers the rock does NOT care.”
The rock remains undefeated.
The vehicles remain… optional.
Also—this is basically how bad financial decisions work:
You think you’re fine…
until suddenly you’re high-centered, stuck, and paying for it.
If you’d rather be famous for your vacation photos than your parking lot geometry…
let’s build a plan that doesn’t end with you needing a tow. 💼😄

03/11/2026

Right there by Chipotle, quietly collecting SUVs like trophies.
And honestly? It reminds me of money sometimes…
One turn too fast, one decision too tight…
…and suddenly you’re high-centered wondering how you got there.
If life (or finances) ever leave you stuck—
I’m your tow truck. 🚗💨💼

03/09/2026

Tourists come for the burrito bowls…
but many leave with unforgettable memories, new tire angles,
and a story that starts with:
“So I thought I could make that turn…”
And honestly… that’s how finances go too.
The shortcut looks good until it costs you. 😄
If you want to avoid getting high-centered by life, spending, or retirement planning…
I’m your guy.
Take the wide turn. Plan ahead. Respect the rock. 💼🪨

03/06/2026

In Norfolk town, by Chipotle’s glow,
Sits a mighty rock that steals the show.
Not flashy, loud, or built to flex—
Yet somehow it’s total internet famous next.

Cars roll in hungry, confident, bold…
Then CRUNCH—they’re perched like legends, cold.
One turn too tight, one angle wrong,
And suddenly you’re part of the song.

Now folks don’t ask, “What’s for lunch today?”
They ask, “Did the Rock claim one more SUV, okay?”
A boulder so calm, a curb so smug—
Handing out lessons like a silent shrug.

And honestly… it feels familiar to me:
Because finances do that quietly.
One wrong turn, one big impulse buy,
And you’re stuck wondering how and why.

So here’s my tip—keep dreams on track:
Plan the turn before you get whacked.
And if life ever gets you high-centered and rocked…
Call me. We’ll get you un-stuck.

03/02/2026

It is best to pay the taxes due on the conversion each year from money in a taxable account rather than from a traditional IRA

abqjournal.com

02/26/2026

If you're married filing separately and you or your spouse is covered by a workplace plan, you may be eligible to partially deduct your IRA contribution — but only if your income is less than $10,000 in 2025 and 2026

yahoo.com

02/25/2026

Contributing to a Roth IRA won't lower your taxable income, but there are more ways to avoid taxes or a penalty on withdrawals

yahoo.com