Posts by Chelsie Smith
Community Involvement: West Valley Dollars for Scholars
Leonard Rickey Investment Advisors has deep roots in the community. We support local organizations, including West Valley Dollars for Scholars. Last month, our fine team of golfers participated in the West Valley Dollars for Scholars annual fundraiser. If you would like to learn more about West Valley Dollars for Scholars or learn how you can…
Read MoreStudent Loan Update
Moratorium Extended President Biden extended the student loan moratorium to August 31, 2022. This is the seventh extension and gives the over 43 million student loan borrowers a little more time to push off repayment of their loans without accruing any interest. While this is a short extension, there has been talk of extending into…
Read MoreReframing Your Resolution Mindset
Cleaning up personal finances remains one of the top resolutions every New Year. But we all know what happens to such self-promises … life gets busy, our motivation fades, and before you know it, the year is half over, and your goal is no closer than when you started. If you’ve found yourself in a…
Read MoreUnclaimed Property and Retirement Benefits
Unclaimed Property According to the National Association of Unclaimed Property Administrators, 1 in 10 has unclaimed property, and over $3 billion is returned each year. Unclaimed property can include uncashed paychecks, checking and savings accounts, stock, safety deposit box contents, insurance payments, etc. To search for your unclaimed property, follow these steps: Access the website:…
Read MoreReminders as you Prepare your 2021 Taxes
As you or your tax preparer start to work on your 2021 taxes, there are a few things we wanted to remind you. 1099s – TD Ameritrade is releasing 1099s in waves. The most recent wave of 1099s was released on February 11th and the final wave will be released on February 17th. There may…
Read MoreWashington State Long Term Care Tax on Pause
The Washington State Long Term Care Tax of 0.58% that was poised to start on January 1, 2022 has been paused until July 2023. Governor Inslee signed two bills relating to the tax, also referred to as the WA Cares Tax. Many questions and criticisms lead to the pause. Additional bills were introduced as well.…
Read More2021 1099 Release Information
TD Ameritrade 1099 Release Information TD Ameritrade is releasing 1099s in waves: The first wave will be released on January 21, 2022 The second wave will be released on February 4, 2022 The third wave will be released on February 11, 2022 The fourth wave will be released on February 17, 2022 You can find…
Read More2022 Key Financial Data
Follow this link to download the most recent copy of 2022 Key Financial Data. If you have any questions about the new rules or limits, feel free to schedule with an advisor.
Read More2021 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 2021 tax year. Your specific circumstances should be considered, so please reach out if you have any questions about 2021 Year-End Tax Planning. Charitable Contributions There are…
Read MoreWhat We are Thankful For
In the spirit of Thanksgiving, Leonard Rickey Investment Advisors wants to take a few moments to share how thankful we are for our great clients, our awesome team, and our loving families! Each member of the team has shared something they are thankful for as well below: Ben: I’m thankful for the opportunities I’ve had…
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