Posts by Chelsie Smith
2023 Year-End Tax Planning
The window for many tax-saving opportunities closes on December 31st. It’s important to evaluate your tax situation while there’s still time to affect your bottom line for the 2023 tax year. Your specific circumstances should be considered, so please reach out if you have any questions. Charitable Contributions There are a couple of ways to…
Read MoreShreds and Meds Day – October 28th at The Valley Mall
Mark your calendars! The next Shreds & Meds event will be held on Saturday, October 28th from 9-1 at The Valley Mall (next to the old B of A building) in coordination with the semi-annual DEA Drug Take-Back event. Please join us and our partners, Safe Yakima Valley and the Yakima Sheriff’s Office, to safely…
Read MoreMedicare Open Enrollment for 2024 Begins October 15th
Medicare beneficiaries can make new choices and pick plans that work best for them during the annual Medicare Open Enrollment Period. Each year, Medicare plan costs and coverage typically change. In addition, your health-care needs may have changed over the past year. The Open Enrollment Period — which begins on October 15th and runs through…
Read MoreSocial Security Benefit Increase of 3.2% for 2024
Starting January 2024, Social Security beneficiaries will receive a 3.2% cost-of-living adjustment (COLA). The adjustment is calculated based on inflation as measured by the Consumer Price Index. The maximum amount of earnings subject to the Social Security tax (taxable maximum) will increase to $168,600 from $160,200. Social Security beneficiaries are normally notified by mail or through…
Read MoreDo I Need Disability Insurance?
In the US, there are 51 million working adults without disability insurance. Loss of income due to disability is a risk that should not be overlooked. If you lose your income suddenly, are you prepared? Perhaps you could live off your emergency fund for 3-6 months but what about after that? Losing your income with…
Read MoreEmployee Spotlight: Dirk Bernd
This month we are highlighting Dirk Bernd. Dirk has been with Leonard Rickey Investment Advisors for almost 8 years and works out of our Yakima office. Get to know more about Dirk below! Share a picture of something that is important to you. Why is it important to you? Pretty easy one, my family. Here’s…
Read MoreCongratulations, Gunnar!
We would like to take a moment to congratulate Gunnar Harrison on moving into the role of Associate Advisor! He will begin working with clients under the direct supervision of their current advisors. Gunnar started working at Leonard Rickey Investment Advisors in August 2021 as a paraplanner. He graduated from Central Washington University in 2019…
Read MoreFAFSA Changes Coming
Written by Guest Contributor: Brady Woodford along with Chelsie M. Smith, CFP® What is FAFSA? Started in 1992, the Free Application for Federal Student Aid (FAFSA) is a form the federal government provides for upcoming and returning college students to apply for financial aid. FAFSA provides students and families with fixed-rate federal loan options or grants…
Read MoreEmployee Spotlight: Susan Van Tress
This month we are highlighting Susan Van Tress, our Chief Operations Officer. Susan has been with Leonard Rickey Investment Advisors for 23 years and works out of our Richland office. Get to know more about Susan below! If you could pick any superpower, what would it be and why? I would have the power to…
Read MoreEmployee Spotlight: Molly Hoff
If you haven’t had a chance to get to know Molly in our Yakima Office, here is your chance to learn some fun facts about her. She has been with Leonard Rickey Investment Advisors since 2005! Thank you for all you do! Q: What do you love most about your job? A: The people…
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