Blog Investment & Financial News

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…

2024 3rd Quarter Investment Commentary

The S&P 500 gained 5.9% in the quarter and reached new all-time highs. Non-US markets saw a strong recovery, particularly in China. The Federal Reserve cut interest rates by 50 basis points in September to support economic growth, which boosted bond prices and led markets to anticipate further easing. The environment for equities remains favorable…

Shreds & Meds Day Yakima – October 26th

MARK YOUR CALENDARS! The next Shreds & Meds event will be Saturday, October 26th from 9am-1pm at the Yakima Chamber of Commerce 10 N 9th St Yakima, WA 98901. Leonard Rickey Investment Advisors is helping to Sponsor the Yakima Shreds and Meds Day. We invite you to participate and safely dispose of statements, old tax…

Health Insurance Open Enrollment Season Begins

It’s the time of the year to review your health insurance coverage for 2025. No matter where you get your insurance – Medicare, the marketplace, or a group plan, you will likely have some decisions to make. MEDICARE Open Enrollment for 2025 Begins October 15th Medicare beneficiaries can make new choices and pick plans that…

Social Security Benefits Increase by 2.5% for 2025

Starting in January 2025, Social Security beneficiaries will receive a 2.5% cost-of-living adjustment (COLA) designed to help benefits keep pace with inflation. The adjustment is based on the Consumer Price Index, reflecting changes in the cost of goods and services over the past year. In addition, the maximum amount of earnings subject to Social Security…

August is National ‘Make-A-Will’ Month

August is National “Make A Will” month so here are the top 5 reasons to get your Will and other estate planning documents done now. 1. You Decide When you create a Will, you get to decide who gets your assets. You can even specifically exclude people from getting assets. If you pass without a…

Company News

Congratulations to Gunnar & Ellie!

Shreds & Meds Day – April 26th

Welcome, Ellie!

Welcome, Cullen!

Welcome, Quentin Rickey!

Market Commentary

2025 1st Quarter Investment Commentary

Market Update: March 2025

2024 4th Quarter Investment Commentary

2024 3rd Quarter Investment Commentary

Presidential Elections and the Market

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

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

Schwab 1099 Release Dates for 2024

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