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Financial Considerations After A Bad Diagnosis

Sometimes a bad diagnosis puts you on a new life path you didn’t consider. Diseases like Alzheimer’s and Dementia come with many medical decisions, but we often get asked how to organize finances in light of the change.   There are a few things you can consider financially to prepare yourself. First, make sure your…

Welcome Gunnar Harrison!

  All of us at Leonard Rickey Investment Advisors want to welcome and introduce our newest member of the team, Gunnar! Gunnar started working at Leonard Rickey Investment Advisors in August 2021. He graduated from Central Washington University in 2019 in Business with a specialization in personal financial planning.   Here are some other fun…

Investment Question of the Month: What are some of the differences between ETFs and mutual funds?

Mutual funds and exchange traded funds (ETFs) are arguably more similar than different. Both investment funds are registered with the SEC under the Investment Company Act of 1940 (40 Act), and most of the rules under the 40 Act apply to both. Both structures offer investors a way to pool their money in a fund…

2021 2nd Quarter Commentary

• The strong economic recovery drove corporate earnings growth and supported gains in stock prices. The S&P 500 finished the quarter and new all-time highs. U.S. valuations remained elevated. • In a reversal of the previous two quarters, growth stocks beat value stocks, bond yields decreased, and large cap stocks outperformed small cap stocks. •…

Naming Your Beneficiaries: Avoid Common Mistakes

We get a lot of questions from clients on naming beneficiaries to their accounts. While the paperwork is relatively straightforward, it is important to pay attention to a few key areas to avoid some common mistakes. We’ve outlined a few key areas keep in mind when naming a beneficiary Updating your will is not enough…

What is my Tax Bracket?

We often hear the question, “what is my tax bracket?” Generally, a tax bracket is the income tax rate at which a taxpayer is taxed for a certain range of income. The income ranges vary, depending on filing status. We will look at the difference between marginal tax rate and effective tax rate. Marginal Tax…

Should You Invest in Cryptocurrencies?

Cryptocurrency Background Before reading, our compliance team wanted me to emphasize that I am not an expert in cryptocurrencies and that nothing in here should be taken as investment advice. This is meant to be educational. Please do your own due diligence before investing. In broad terms, cryptocurrencies are a new type of asset that…

Child Tax Credit Monthly Payments starting July 15th

The Internal Revenue Service has started sending letters to more than 36 million American families who, based on tax returns filed with the agency, may be eligible to receive monthly Child Tax Credit payments starting in July. The American Rescue Plan Act authorized the expanded and newly-advanceable Child Tax Credit in March. The letters go…

Company News

Welcome Gunnar Harrison!

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Happy Retirement!

Welcome – Jacqueline Cremen

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Market Commentary

2021 1st Quarter Commentary

2020 4th Quarter Commentary

2020 Third Quarter Commentary

Election Season v. The Stock Market

2020 Second Quarter Commentary

Retirement Planning

Taking Advantage of Employer-Sponsored Retirement Plans

The Huge Cost of Doing Nothing

Time is Running out for the SIMPLE Retirement Option

Train for Your Financial Success

2016 Changes Coming to Social Security and Medicare

Tax Planning

What is my Tax Bracket?

Child Tax Credit Monthly Payments starting July 15th

Washington State Long Term Care Payroll Tax

6 Ways Your Non-Profit Can Increase Giving And Make Donations Easy

Washington State’s New Capital Gains Tax

Cyber Security

Cybersecurity 101

New Changes to Web-Portal Password Requirements

Equifax Data Breach Update: Make a claim today

Cybersecurity 101

Beware of Phishing