Posts by Susan Van Tress
New Client Portal FAQs
How do I set up two factor authentication on my portal? How do I link my external account to my portal?
Read MoreNew Client Portal Experience
We are excited to announce that we will be upgrading your financial portal to provide a more consolidated and seamless experience. Here’s what you can expect: 1. A New, Modern Interface: How we interact with the many screens around us is always evolving and improving. Our new interface takes advantage of the latest trends to…
Read MoreChanges Coming in Early 2022 to Your Financial Portal
We are excited to announce that early next year, we will be upgrading your financial portal to provide a more consolidated and seamless experience. Here’s what you can expect: A New, Modern Interface: How we interact with the many screens around us is always evolving and improving. Our new interface takes advantage of the latest…
Read MoreMedicare Open Enrollment for 2022 Begins October 15
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 15 and runs through…
Read MoreIRS Delays 2020 Tax Filing Deadline to May 17, 2021
The Treasury Department and Internal Revenue Service announced that the federal income tax filing due date for individuals for the 2020 tax year will be automatically extended from April 15, 2021, to May 17, 2021. Taxpayers will incur no interest, penalties, or additions to tax during this approximately one-month relief period for any return or…
Read MoreFinancial Aid Changes in 2021 on the Horizon
On December 21, 2020, Congress passed the Consolidated Appropriations Act, 2021, another relief package in response to the pandemic. Included in the bill were several provisions related to education, including many changes to financial aid. Here are some key highlights. Money for education In total, the bill provides $82 billion for education, including $22.7 billion…
Read MoreShreds & Meds Day!
Taking Advantage of Employer-Sponsored Retirement Plans
Employer-sponsored qualified retirement plans such as 401(k)s are some of the most powerful retirement savings tools available. If your employer offers such a plan and you’re not participating in it, you should be. Once you’re participating in a plan, try to take full advantage of it. Understand your employer-sponsored plan Before you can take advantage…
Read MoreTrusted Contact Request Coming Soon
Leonard Rickey Investment Advisors will soon be asking for trusted contact information. Providing contact information is optional, but we suggest you consider adding 1-2 people to your accounts. We will send the request to you via email. Please contact us if you have any questions. What is a “Trusted Contact” A trusted contact is a person that…
Read MoreConsolidated Appropriations Act Provides Relief to Individuals and Businesses
On Sunday, December 27, 2020, the Consolidated Appropriations Act, 2021 (CAA 2021) was signed into law. A $900 billion emergency relief package is included as part of this omnibus spending bill. It is intended to assist individuals and businesses during the ongoing coronavirus pandemic and accompanying economic crisis. Major relief provisions are summarized here, as well…
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