Jason Field

Leading financial advisor @vanleeuwenco281. Avid golfer, travel. I love my clients. Securities offered through LPL Financial, Member SIPC, 

[Jason Field @jason_field]

@TeamKhabib @FlyFrontier Guy is probably the best person to be sitting in the exit row. Does not drink, highly disciplined, and proven under pressure. Shame on @FlyFrontier . Someone or multiple people should be fired from this incident. Better Kahabib than the drunk shitbag who can't help anyone at all

[Van Leeuwen and Company @vanleeuwenco281]

On behalf of the entire VLC team, we wish everyone a #HappyNewYear! @kenwvanleeuwen @jason_field @Jeff_Mattonelli @shah_virag @shahjimi02

[Van Leeuwen and Company @vanleeuwenco281]

“What Is an Irrevocable Life Insurance Trust and Do You Need One?” @jason_field weighs in below with @coryanne_hicks of @usnews: https://t.co/2U2GCECO7b

[Van Leeuwen and Company @vanleeuwenco281]

.@BrowningLynnley of @finplan recently wrote that many #FinancialAdvisors with affluent clients have found that investors may not have as much to worry about regarding the recent #taxincreases. @jason_field weighed in on this subject below: https://t.co/vSfM6Ikvez

[Van Leeuwen and Company @vanleeuwenco281]

On behalf of the entire VLC team, we wish everyone a very #HappyThanksgiving! @kenwvanleeuwen @jason_field @Jeff_Mattonelli @shah_virag @shahjimi02

[Van Leeuwen and Company @vanleeuwenco281]

For corporate executives considering #retirement, determine what you want to do, then detail your current expenses & the expected costs of pursuing your retirement goals. You might spend more in retirement depending on travel plans, health care, long-term care insurance, etc.

[Van Leeuwen and Company @vanleeuwenco281]

Now is the time to start thinking about #CharitableGifting. @jason_field shares the benefits below! #FallFinances

[Van Leeuwen and Company @vanleeuwenco281]

Congratulations to @kenwvanleeuwen on his recognition as a @ThinkAdvisor Class of 2021 #TALUMINARIES honoree in the Executive Leadership category. More information can be found below:

[Van Leeuwen and Company @vanleeuwenco281]

In Jeff Stimpson’s recent @FAmagazine article ‘Tax Moves Advisors Should Be Making Before Year's End,’ @jason_field weighs in on factors that are currently unknown. Read Jason’s insights below: https://t.co/Fa0KYXFf6q

[Van Leeuwen and Company @vanleeuwenco281]

Reminder that #openenrollent starts today. Make sure that you discuss your coverage options and deferred compensation with an advisor. Also, check beneficiaries, flex spending accounts, #IRA contributions and life insurance policies!

[Van Leeuwen and Company @vanleeuwenco281]

Generally, end of year estate and tax planning is always a busy time for advisors. @kenwvanleeuwen shared with @BrowningLynnley why this year is no different especially due to the recent tax increase proposals. Read more in @finplan below: https://t.co/mVwLyPRi2U

[Van Leeuwen and Company @vanleeuwenco281]

Backdoor and mega-backdoor #RothAccounts could be endanger due to a new Congress consideration. @jason_field shares his views and alternative options in @FAmagazine below: https://t.co/bRz5GTcYEu

[Van Leeuwen and Company @vanleeuwenco281]

The recent real-estate market has made security-backed lines of credit, or #SBLOCs, crucial. @jason_field spoke with @HCuccinellofers of @BusinessInsider regarding why they are so attractive in the current housing market. Read more below: https://t.co/KOYG71hEow

[Ken Van Leeuwen @kenwvanleeuwen]

Important considerations for your family’s financial well being

[Yahoo Finance @YahooFinance]

.@vanleeuwenco281’s @kenwvanleeuwen on how to decide whether to buy a home right now:

[Van Leeuwen and Company @vanleeuwenco281]

.@jason_field shares in @FAmagazine his top tax moves high-income earners should be making before year’s end, including making sure all benefits that allow income to be deferred are being maximized. Read more below: https://t.co/thuJRyy8D3 #financialplanning

[Van Leeuwen and Company @vanleeuwenco281]

With elderly clients - & younger ones - #estateplanning conversations are a priority. Wills, powers of attorney, trusts, etc. are crucial to your overall #financialplan. @kenwvanleeuwen discusses these key documents in @DaisyMaxey's @barronsonline article: https://t.co/uu3uHrpbJM

[Van Leeuwen and Company @vanleeuwenco281]

An option to consider for long-term care planning is utilizing an irrevocable #trust. These trusts are designed to hold a #lifeinsurance policy so the proceeds of the policy avoid #estatetax. @jason_field discusses in @coryanne_hicks's @usnews article: https://t.co/a89nftiiVW

[Van Leeuwen and Company @vanleeuwenco281]

Our #portfolio strategist, @shah_virag, enjoys spending the summer months vacationing with his family. As we #SayGoodbyetoSummer, see their recent trip to the @phillyzoo below!

[Van Leeuwen and Company @vanleeuwenco281]

For parents with an older child earning an #income, consider contributing to a #RothIRA or Custodial Roth IRA. As long as a child earns an income, parents can make the contributions on their behalf. @jason_field discusses in @ChrisCarosa's @Forbes article: https://t.co/el8V80cwZm