Jun 14, 2016 It’s Dad Time!

In honor of Father’s Day the team at Leonard Rickey collected wise words of wisdom from our Dads:

“The best liked people in a room are the ones who talk about themselves the least.”  Kelli
“Stay humble, help others, and always give something back” – Susan
“No matter what, tell the truth. It’s much better to face the problem head on then to hide it” – Ben
“Work hard and life isn’t always fair.” – Matt
“If you need to loosen a screw, just remember: righty tighty, lefty loosey.” – Dana
Growing up my Dad always said, “Don’t touch it unless you’re going to buy it.” It puts a smile on my face to say that now as a Dad – Dirk
“In life, you only have control over yourself and your emotions. Trying to control others or thinking they cause your reactions are a waste of time. You choose how you react and how good your life can be.” – Joy
When I was diagnosed with cancer, my Dad told me “Molly, do the chemotherapy. It saved my life and it will save yours.” I took his advice and 11 years later I’m still here. – Molly

What was the best piece of advice you ever got from your Father or Grandfather?

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Employee Spotlight: Chelsie Smith

Employee Spotlight: Dirk Bernd

Congratulations, Gunnar!

Market Commentary

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2023 3rd Quarter Investment Commentary

2023 2nd Quarter Investment Commentary

Debt Ceiling: Should Investors Worry?

2023 1st Quarter Investment Commentary

Retirement Planning

2024 Key Financial Changes

Social Security Benefit Increase of 3.2% for 2024

The 4 Changes from SECURE Act 2.0 You Should Know for 2023

Medicare Open Enrollment for 2023 Begins October 15th

Social Security Benefit Increase of 8.7% for 2023

Tax Planning

2024 Key Financial Changes

2023 1099 Release Information

2023 Year-End Tax Planning

When do I start my Required Minimum Distribution?

UPDATE: Washington State Long Term Care Payroll Tax

Cyber Security

Red Flags When Transferring Money

Cybersecurity 101 – 2022 Update

Cybersecurity 101

New Changes to Web-Portal Password Requirements

Equifax Data Breach Update: Make a claim today

Important Disclosures

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