When clients come in for the first time, they tend to arrive with a version of the same conviction: “I know I need to get more conservative. I’m getting closer to retirement.” It sounds responsible, and for most of their careers, it’s what they’ve heard from every direction.

As many of you know, we expanded the Van Leeuwen & Company presence to Palm Beach, Florida. I myself relocated as a full-time resident. I’ve spent a few decades helping others with the move, and now that I’ve been here a while myself, I’ve heard far too many stories of pitfalls when retirees move here.

If you’re looking at buying or selling a home right now, what can you expect in this much-heralded hot residential real estate market? Last week, award-winning real estate expert and RE/MAX Hall of Fame realtor Smita Shah was interviewed by former TV news correspondent Diana Bishop for Van Leeuwen and Company’s client-only “Assets and Aspirations” […]

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 […]