Mar 15, 2023 Welcome, Vicky Aguilar!

 

All of us at Leonard Rickey Investment Advisors want to welcome and introduce our newest member of the team, Vicky! Vicky started working at Leonard Rickey Investment Advisors in February 2023. You will find Vicky at our Richland office! We asked Vicky to tell us a little bit about herself below:

  • What is the one thing you cannot resist?
    • I adore animals so anytime anyone talks about their pets I always must bring up my sister’s cats even though they are not mine. I see them as my nieces and nephews.
  • What is your greatest fear?
    • I would say my greatest fear is Spiders. I will not go anywhere near them. I would rather burn down my own home than deal with one.
  • Where is the best place you’ve traveled to and why?
    • One of the best places I have traveled to is Cozumel, Quintana Roo, Mexico. What I loved most about the island was its rich Mayan history and the Mesoamerican reef system which is the 2nd largest reef system in the world so scuba diving and looking at the marine life was an amazing experience.
  • Any favorite lines from a movie/show?
    • Alex: “And for the lady, perhaps a salad?”    Marcus: “Perhaps not, I’ll have a steak, smothered in onions, a rack of ribs, pasta with extra garlic, French fries with lots of vinegar, and a side of onion rings with lots, lots of sauerkraut.” – White Chicks, 2004
    • “Today, Smoking is going to save lives.” – Dwight Schrute, The Office (Season 5 – Stress Relief)
  • If you could learn to do anything, what would it be?
    • I would like to learn how to fly a plane just in case I’m on a commercial flight and both pilots happen to have a heart attack/stroke. I’d be able to save myself and those on the flight.
  • If you won the lottery, what is the first thing you would do?
    • Depending how big the prize is I would most likely retire and buy a small condo close to the beach in Puerto Vallarta.
  • What’s your favorite indoor/outdoor activity?
    • I like to crochet and work on crossword puzzles in my down time when I’m inside. But if I feel like the weather is nice I’ll go outside and read news articles, listen to a podcast or read a book.
  • What music is on your go to playlist?
    • I would say I have a variety of music I listen to on my go to playlist. I love 80’s Rock (Guns N’ Roses, Foreigner, Bon Jovi), 2000’s R&B (Alicia Keys, Amy Winehouse, Aaliyah), Country (Dolly Parton, Carrie Underwood, Luke Combs), and I listen to a lot of Spanish Artists in the Banda Genre. So, I would say my taste in music is everywhere.
  • If you could meet anyone, living or dead, who would you meet?
    • I would want to meet Michael Jackson and ask him why he says, “hee-hee” in almost every other song. I would also like to meet Cleopatra because I want to solve the mystery of where she hid her tomb.

 

Company News

Employee Spotlight – Jacqueline Cremen

Shreds and Meds Day – October 28th at The Valley Mall

Employee Spotlight: Chelsie Smith

Employee Spotlight: Dirk Bernd

Congratulations, Gunnar!

Market Commentary

2023 3rd Quarter Investment Commentary

2023 2nd Quarter Investment Commentary

Debt Ceiling: Should Investors Worry?

2023 1st Quarter Investment Commentary

Market Update: February 2023

Retirement Planning

Social Security Benefit Increase of 3.2% for 2024

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

Medicare Open Enrollment for 2023 Begins October 15th

Social Security Benefit Increase of 8.7% for 2023

The Huge Cost of Doing Nothing

Tax Planning

2023 Year-End Tax Planning

When do I start my Required Minimum Distribution?

UPDATE: Washington State Long Term Care Payroll Tax

Form 5498

Reminder as you Prepare your 2022 Taxes

Cyber Security

Red Flags When Transferring Money

Cybersecurity 101 – 2022 Update

Cybersecurity 101

New Changes to Web-Portal Password Requirements

Equifax Data Breach Update: Make a claim today

Important Disclosures

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