Posts by Chelsie Smith
Our Fall Favorites!
Happy Fall! We asked our team to answer a fall themed question to share some of our favorite fall things with you. We hope you are enjoying this season, and we wish you a Happy Thanksgiving! Ben: Where would you want to travel during Fall? Mountains around Leavenworth are stunning in the fall. Joy: What…
Read MoreShreds & Meds Day Yakima – October 26th
MARK YOUR CALENDARS! The next Shreds & Meds event will be Saturday, October 26th from 9am-1pm at the Yakima Chamber of Commerce 10 N 9th St Yakima, WA 98901. 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…
Read MoreHealth Insurance Open Enrollment Season Begins
It’s the time of the year to review your health insurance coverage for 2025. No matter where you get your insurance – Medicare, the marketplace, or a group plan, you will likely have some decisions to make. MEDICARE Open Enrollment for 2025 Begins October 15th Medicare beneficiaries can make new choices and pick plans that…
Read MoreSocial Security Benefits Increase by 2.5% for 2025
Starting in January 2025, Social Security beneficiaries will receive a 2.5% cost-of-living adjustment (COLA) designed to help benefits keep pace with inflation. The adjustment is based on the Consumer Price Index, reflecting changes in the cost of goods and services over the past year. In addition, the maximum amount of earnings subject to Social Security…
Read MoreAugust is National ‘Make-A-Will’ Month
August is National “Make A Will” month so here are the top 5 reasons to get your Will and other estate planning documents done now. 1. You Decide When you create a Will, you get to decide who gets your assets. You can even specifically exclude people from getting assets. If you pass without a…
Read MoreEmployee Spotlight: Michelle Zurcher
Michelle Zurcher has been with Leonard Rickey Investment Advisors since July 2017 as our Client Service Manager out of our Yakima office. You can learn some more about Michelle below: What do you love most about your job? What I love most about my job is the opportunity to impact our client’s financial well-being. I…
Read MoreWelcome, Liz Stokes!
All of us at Leonard Rickey Investment Advisors want to welcome and introduce our newest team member, Liz Stokes. Liz is part of our awesome client services team in our Yakima office. We asked Liz to tell us a little about herself below: Share a picture of something important to you and why it is…
Read More2024 Key Financial Changes
Social Security recipients are getting a 3.2% increase in their 2024 benefits. The Medicare Part B premium is increasing from $164.90 to $174.70 per month. The annual exclusion for gifts increases to $18,000 from $17,000 per year per individual. The limitation on deferrals for 401(k), 403(b), and most 457 plans is increased to $23,000 for…
Read More2023 1099 Release Information
Charles Schwab and TD Ameritrade Charles Schwab and TD Ameritrade will be releasing 1099s in waves beginning Mid-January. If you started 2023 with your accounts at TD Ameritrade and now have Charles Schwab accounts, you will most likely receive multiple 1099s. TD Ameritrade and Charles Schwab forms will be available through your Charles Schwab login.…
Read MoreEmployee Spotlight – Jacqueline Cremen
Jacqueline (Jackie) Cremen has been with Leonard Rickey Investment Advisors since February 2021 as a Client Service Representative. She started in our Richland office but now works remotely. You can learn some more about Jackie below: What do you love most about your job? What I love the most is the collaboration everyone in LRIA…
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