Jun 12, 2017 Rotary Friendship Award

Dirk Bernd received the Rotary Friendship & Fellowship Award for SW Rotary. The Rotarian Moto is Service Above Self. Dirk received this award in recognition for his many hours of volunteer work, including organizing a yearly blanket drive in the Yakima Valley. Dirk was nominated by his fellow club Rotarians and was presented his award along with a check for $105,000 for the new Chesterly Playground in Yakima.

We love when our Leonard Rickey Team gives back to our communities. Congratulations Dirk and thank you for your service!

Company News

What was the Highlight of your Summer?

Welcome, Shawn!

Congratulations, Dirk!

Community Involvement: West Valley Dollars for Scholars

New Client Portal Experience

Market Commentary

2022 3rd Quarter Investment Commentary

2022 2nd Quarter Investment Commentary

Market Update: May 2022

2022 1st Quarter Investment Commentary

Market Update: February 25, 2022

Retirement Planning

Medicare Open Enrollment for 2023 Begins October 15th

Social Security Benefit Increase of 8.7% for 2023

The Huge Cost of Doing Nothing

Student Loan Update

Unclaimed Property and Retirement Benefits

Tax Planning

2022 Year-End Tax Planning

Important Ages for Retirement Accounts

Do I Need to Start Making Federal Estimated Income Tax Payments?

Reminders as you Prepare your 2021 Taxes

Washington State Long Term Care Tax on Pause

Cyber Security

Cybersecurity 101 – 2022 Update

Cybersecurity 101

New Changes to Web-Portal Password Requirements

Equifax Data Breach Update: Make a claim today

Cybersecurity 101

Important Disclosures

Leonard Rickey Investment Advisors, PLLC (“LRIA”), is an SEC registered investment adviser located in the State of Washington. Registration does not imply a certain level of skill or training. For information pertaining to the registration status of LRIA, please contact LRIA or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).

This is provided for general information only and contains information that is not suitable for everyone. As such, nothing herein should be construed as the provision of specific investment advice or recommendations for any individual. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. There is no guarantee that the views and opinions expressed herein will come to pass. This newsletter contains information derived from third party sources. Although we believe these third-party sources to be reliable, we make no representations as to the accuracy or completeness of any information prepared by any unaffiliated third party incorporated herein and take no responsibility therefore.

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