Blog Investment & Financial News

Welcome, Quentin Rickey!

All of us at Leonard Rickey Investment Advisors want to welcome and introduce our newest member of the team, Quentin Rickey! Quentin started working at Leonard Rickey Investment Advisors in December 2024. He graduated from Gonzaga University in 2022 with a bachelor’s degree in business administration in Accounting and Finance and in 2023 with a…

Summary of 2025 Key Financial Changes

Social Security recipients are getting a 2.5% increase in their 2025 benefits. The Medicare Part B premium is increasing from $174.70 to $185.00 per month. The annual exclusion for gifts increases to $19,000 from $18,000 per year per individual. The limitation on deferrals for 401(k), 403(b), and most 457 plans is increased to $23,500 for…

The Tax Cuts and Jobs Act (TCJA) and Potential 2026 Tax Changes

The current tax code enacted in 2017 by the first Trump administration is called the Tax Cuts and Jobs Act and is scheduled to sunset in 2025. This means that starting in 2026, we will revert to the pre-Tax Cuts and Jobs Act tax code unless some or all the provisions extended. We could get…

Schwab 1099 Release Dates for 2024

Schwab uses a phased approach to get tax forms out quickly and minimize corrections. All original tax forms will be available between January 31, 2025, and February 28, 2025. 1099 Composites for Brokerage accounts will be available on the following dates depending on the holding in your account: January 31st February 14th February 28th 1099-R…

New Statements – Launching 1st Quarter of 2025

We’re excited to announce the release of your new quarterly statements, designed to be more concise and streamlined. By cutting down on excess details, we’ve made it easier to stay informed without the clutter. We hope you find this new format helpful and look forward to any feedback you may have! Click here to preview…

2024 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 2024 tax year. Your specific circumstances should be considered, so please reach out if you have any questions. Charitable Contributions There are a couple of ways to…

2024 Turkey Trot

Leonard Rickey Investment Advisors is proud to be a sponsor of the 2024 Turkey Trot 5k Fun Run to support the Yakima Greenway and Camp Prime Time! You can find out more information and register for the event here!

Our Fall Favorites!

Happy Fall! We asked our team to answer a fall themed question to share some of our favorite fall things with you. We hope you are enjoying this season, and we wish you a Happy Thanksgiving! Ben: Where would you want to travel during Fall? Mountains around Leavenworth are stunning in the fall. Joy: What…

Company News

Congratulations, Glenn!

Congratulations to Gunnar & Ellie!

Shreds & Meds Day – April 26th

Welcome, Ellie!

Welcome, Cullen!

Market Commentary

2025 2nd Quarter Investment Commentary

Celebrating Independence—Both National and Financial

2025 1st Quarter Investment Commentary

Market Update: March 2025

2024 4th Quarter Investment Commentary

Retirement Planning

2024 IRA & HSA Contribution Deadline

Social Security Benefits Increase by 2.5% for 2025

2024 Key Financial Changes

Social Security Benefit Increase of 3.2% for 2024

The 4 Changes from SECURE Act 2.0 You Should Know for 2023

Tax Planning

The One Big Beautiful Bill – Bite by Bite

Changes to Washington’s Capital Gains Tax: What You Need to Know

2024 IRA & HSA Contribution Deadline

Summary of 2025 Key Financial Changes

The Tax Cuts and Jobs Act (TCJA) and Potential 2026 Tax Changes

Cyber Security

Stay Safe: A Reminder to Be Vigilant Against Phishing Attempts

Red Flags When Transferring Money

Cybersecurity 101 – 2022 Update

Cybersecurity 101

New Changes to Web-Portal Password Requirements