Blog Investment & Financial News
Do I Need to Start Making Federal Estimated Income Tax Payments?
If you ask yourself this question, we have a flow chart to help you determine if you need to start making federal estimated income tax payments. Federal estimated income tax payments need to be made quarterly based on that quarter’s earnings. You may be subject to a tax penalty if you don’t pay quarterly. You…
Does Having More Money Equate to More Happiness?
The relationship between happiness and money is complicated. Just consider this sampling of the myriad studies that explore the link between the dollars we earn and the happiness we feel. A study from the 1970s by Philip Brickman, Dan Coates and Ronnie Janoff-Bulman for the Journal of Personality and Social Psychology even found that lottery…
What is the SilverSneakers Program?
Are you looking for a senior fitness program? If you have a Medicare Advantage or Medigap plan, your health insurance may include a free fitness membership for adults 65+ called SilverSneakers. A SilverSneakers membership includes access to roughly 15,000 recreation centers, churches, senior communities, and other neighborhood locations across the nation. You’ll get access to…
Series I Savings Bonds Currently Earning 9.62%
Series I Savings Bonds (also called I-bonds) are currently earning 9.62%. The rate is determined in part by inflation, and changes every six months. The interest is tax-deferred until redeemed. If you have extra cash on the sidelines over your “rainy-day fund”, consider purchasing I-bonds to help your money keep up with inflation. These bonds…
Important Change Regarding your E-Delivery Preferences
Beginning with your July 2022 statements, TD Ameritrade Institutional will require clients to establish a user ID and password on the web or via mobile on AdvisorClient® and log in to maintain your enrollment in electronic delivery of statements, confirms, and any other communications. What this means for you There will be no impact if…
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?
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…
Market Update: May 2022
As we move into spring and leave behind the last signs of a long winter, many worries from a chilly start to the year for markets, unfortunately, are still with us. The S&P 500 Index had its worst April in more than 40 years, and the decline has continued in May leaving the index down…