Van Leeuwen Retirement & Investment Services
Your financial success is the reason we are here. We are committed to guiding you to make the right financial decisions for your lifestyle and your future. Where are you on your life's financial journey?
Helpful Content
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
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Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.