Posts by Chelsie Smith
Health Insurance Open Enrollment Season Is Here
It’s that time of year again — Open Enrollment season! Whether you’re covered through Medicare, the Marketplace, or a Group/Employer plan, this is your opportunity to review your benefits and make sure you’re prepared for 2026. Health insurance plan details, provider networks, and prescription coverage can change each year — and your own health or…
Read MoreWelcome, Kayla!
Join us in welcoming our newest team member, Kayla Parker! Kayla joins us in the Yakima office as part of our client service team. She graduated from Washington State University (WSU) with a bachelor’s degree in Elementary Education. We asked Kayla to share a little about herself below: 1. What would your perfect weekend look…
Read MoreHappy Retirement, Molly!
It is with appreciation and warm wishes that we share the news of Molly Hoff’s retirement from Leonard Rickey Investment Advisors. Molly’s last day with us will be November 7th 2025. Molly has been a part of our team since 2005, bringing her professionalism, warmth, and deep commitment to both clients and colleagues. Her presence…
Read MoreCongratulations, Glenn!
We’re excited to celebrate Glenn McKee’s achievement of his Master of Science in Financial Management, with a concentration in Investment Analysis, from Boston University. Glenn is a research analyst on our investment and trading team, and this milestone is a testament to his hard work, dedication, and commitment to excellence. Your perseverance has truly paid…
Read MoreThe One Big Beautiful Bill – Bite by Bite
PART 1 The One Big Beautiful Bill (OBBB), signed into law on July 4, 2025, covers a broad spectrum of tax issues concerning individuals and businesses. Some changes are retroactive to the beginning of 2025, some take effect next year in 2026, and some are temporary, while some are permanent. In this series over the…
Read MoreCongratulations to Gunnar & Ellie!
Congratulations to Gunnar Harrison for passing his Accredited Financial Counselor® exam. He constantly strives to expand his knowledge and skills to serve clients better. Great job, Gunnar! Congratulations to Ellie Buntin for passing her Series 65 test and becoming an advisor. Ellie has been studying hard, transitioning from the accounting world to financial advising!…
Read MoreChanges to Washington’s Capital Gains Tax: What You Need to Know
If you’re planning a significant asset sale, there’s a new update from Olympia you should know about. Washington State has recently passed important changes to its capital gains tax that could affect your 2025 tax bill—especially if you’re among the state’s high earners. Let’s break it down. What’s Changing? On May 20, 2025, Governor Bob…
Read MoreStay Safe: A Reminder to Be Vigilant Against Phishing Attempts
In today’s digital world, protecting your personal and financial information is more important than ever. As your trusted financial advisor, we want to take a moment to remind you of the importance of staying alert to phishing scams and safeguarding your sensitive data. What Is Phishing? Phishing is a type of cybercrime where scammers attempt…
Read MoreWill I Owe Estate Tax?
As with most financial planning questions, the answer depends on your personal situation. Right now, several states impose their own estate tax. These include: Connecticut, Washington D.C., Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New York, Oregon, Rhode Island, Vermont, and Washington. If you live in one of these states, whether your estate will owe tax…
Read MoreShreds & Meds Day – April 26th
The next Shreds & Meds event will be on Saturday, April 26, 2025, in 2 locations – see below! Leonard Rickey Investment Advisors is helping to Sponsor the Yakima Shreds and Meds Day. We invite you to participate and safely dispose of statements, old tax returns (Older than 7 years), and other sensitive information. You…
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