Say you are a corporate executive making an annual salary of $250,000. Every year, you maximize your contributions to your 401(k), which for 2022 is $20,500 for individuals under 50 and anyone over 50 is eligible to contribute an additional $6,500. Although that’s clearly the right move, you can see how saving this amount will […]
As many of us rethink certain aspects of how we want to live in a post-Covid world (e.g., more time with friends), some corporate executives have increasingly been asking us at Van Leeuwen & Company about one area in particular: retirement. This uptick in interest in retirement is not merely anecdotal.
By Kenneth Van Leeuwen, CFP Everyone knows you don’t get a second chance to make a good first impression. That’s one of thereasons why the initial meeting with a potential client is so important for financial advisors. Whenever I sit down with a prospect for the first time, I want to make sure I put […]
This is a hypothetical example: On a Saturday morning, Clay Hansen*, a successful senior information officer in his mid-40s, sat down at his home office computer and logged on to Morningstar. For months, he had been spending several hours of his Saturday researching investments on the site and others.
In hundreds of conversations with corporate executive clients over the last few months of this curveball-after-curveball year, I’ve been struck by how many have made the same incorrect assumptions. First assumption: there are few, if any, financial opportunities out there.
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 […]