Posts by Michelle
Teaching Your College-Age Child about Money
Teaching Your College-Age Child about Money When your child first started school, you doled out the change for milk and a snack on a daily basis. But now that your kindergartner has grown up, it’s time for you to make sure that your child has enough financial knowledge to manage money at college. Lesson 1:…
Read MoreBeware of Phishing
Recently, more and more individuals each year are becoming the target of phishing scams. We have all become generally smarter about identifying and avoiding cyber threats but unfortunately, scammers and hackers have become more creative with their deceptive techniques. LRIA takes cybersecurity issues seriously, and employs multi-tiered practices to protect your data from phishing scams and…
Read MoreEquifax Security Breach
Last week, one of the big four credit reporting agencies, Equifax, announced it experienced a security breach resulting in criminals accessing personal information of approximately 143 million Americans between May and July of this year. The compromised information included names, addresses, Social Security numbers, and dates of birth. In some instances, driver’s license numbers, credit…
Read MoreLRIA Portal Training-Documents Tab
This quick two minute video will guide you through the Documents Tab which is a quick and convenient way to view statements, reports,and documents we have uploaded for your review. Still haven’t signed up for your new online Portal? It’s easy! Give our office a call and then watch our quick “Getting Set Up” video. We’re happy to answer…
Read MoreFirst Annual Leonard Rickey Founders Scholarship
Ben Rickey was honored to present our first annual Leonard Rickey Founders Scholarship through the West Valley Dollars for Scholars at West Valley High School in May. Leonard was one of the founding members of the West Valley Dollars for Scholars in 1994. This years recipient is Jack Warren. At the event, WVDFS awarded just under $60,000…
Read MoreRotary Friendship Award
Dirk Bernd received the Rotary Friendship & Fellowship Award for SW Rotary. The Rotarian Moto is Service Above Self. Dirk received this award in recognition for his many hours of volunteer work, including organizing a yearly blanket drive in the Yakima Valley. Dirk was nominated by his fellow club Rotarians and was presented his award…
Read MoreSusan Completes Masters Program
Susan Van Tress recently completed the requirements to receive her Masters of Science Degree in Management and Leadership. The program was over 30 credits and included courses in Management Communication, Ethical Leadership, Data-Driven Decision Making and more. Susan completed the program in under 2 years while juggling home life and the excellent work she does for our…
Read MoreBen at LINC Conference
Pictured above, Ben Rickey with former Prime Minister, David Cameron Ben Rickey recently returned from the LINC TD Ameritrade conference held in San Diego, California. This conference provides advisers with opportunities to learn about the latest industry trends and business solutions. Keynote headliners included former Prime Minister David Cameron and cybersecurity expert Keren Elazari. In addition, Ben…
Read More2017 Key Tax Information
It’s a brand new year and before you know it, it will be time to start working on your taxes. Whether you anticipate a refund coming and plan to file as soon as possible, or you’re going to wait until the last minute to delay paying a hefty tax bill, tax season always involves collecting necessary documents and…
Read MoreProposed Taxes in 2017
Proposed Taxes in 2017 One of the biggest financial implications of the 2016 election outcome could be the potential effect on tax legislation. 2017 could be the first year of major tax reform in quite some time. It remains to be seen if any of the potential changes being discussed have a chance to be implemented; however,…
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