This is not your grandparents’ middle-aged generation. You are living longer and healthier, defying advertisers and salespeople with your buying habits. In years past, Boomers were ignored by advertisers in the automotive industry, who were clamoring over the millennial generation – and still do.
Here you are – approaching retirement and you are trying to figure out the next and best step to take with one of the biggest assets you have – your house. Your home is the most valuable assets you own, so whatever you save, you need to make sure that you have enough money to […]
You are giving more of your time and money into nonprofits, according to a report by The Chronicle of Philanthropy. In fact, DCR Workforce reported that you are shifting into bigger roles within nonprofit organizations. You are in high demand for positions because of your wealth of experience, education and skills because previously you were […]
The Baby Boomers will create an economic drag in retirement There have been endless reports on the economic drag that will be created by Baby Boomers when you enter retirement. In fact, Adecco USA recently projected that this gap will create 31 million skill positions left open in the next four years, which is expected to impact […]
There are many tax planning strategies that high income earning households should consider With the top income tax rate at 39.6 percent, it is becoming increasingly important for people to be savvy about their tax-saving strategies. In many ways, finding tax advantages for people in the higher income brackets is a constant challenge.
The U.S. Department of Labor’s recent proposal would impose significant new rules on retirement accounts, which includes IRAs and qualified employer-sponsored plans. This rule would enforce fiduciary standards on advisers who offer advice on retirement investment options.
Ken’s reflections on this milestone “As our clients have grown, so has Van Leeuwen & Company. We will continue to expand our services and capabilities to address each of our client’s unique needs. We truly appreciate the continued trust and support that our clients have shown us over the years, and we thank them very […]