Blog Investment & Financial News

2021 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…

What 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…

Changes 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…

Capital Gains FAQs

Capital Gains – FAQs What is a capital gain? A capital gain is the profit when you sell a capital asset, such as stocks, bonds, mutual funds or property. The profit is your gain over the original price you paid and you must pay tax on that gain. For example, if a stock is bought…

2021 Turkey Trot

Thursday, November 25, 2021 – Thanksgiving Day!  Join us for the 2021 Turkey Trot 5K Fun Run on Thanksgiving morning! Work up an appetite before the feast! Leonard Rickey Investment Advisors sponsors this event, and we invite you to help raise money to support Camp Prime Time and the Yakima Greenway.  Prizes will be given for…

2021 3rd Quarter Commentary

The S&P 500 finished the 3rd quarter flat, after suffering its first 5% correction since 2020. The economic recovery continued but increased concerns about the Delta variant, labor shortages and supply chain issues slowed growth. Corporate earnings were very strong and finished the quarter at higher levels than before the pandemic began. Higher corporate taxes…

Medicare 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…

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…

Company News

What We are Thankful For

Changes Coming in Early 2022 to Your Financial Portal

2021 Turkey Trot

Welcome Gunnar Harrison!

Shreds & Meds Day!

Market Commentary

2021 3rd Quarter Commentary

2021 1st Quarter Commentary

2020 4th Quarter Commentary

2020 Third Quarter Commentary

Election Season v. The Stock Market

Retirement Planning

Medicare Open Enrollment for 2022 Begins October 15

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

Tax Planning

2021 Year-End Tax Planning

Capital Gains FAQs

What is my Tax Bracket?

Child Tax Credit Monthly Payments starting July 15th

Washington State Long Term Care Payroll 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