Jan 12, 2022 What Issues Should I Consider at the Start of the Year?

At the start of the year, there are several issues that should be considered including the following:

  • Reflecting on your previous year’s goals
  • Identifying new goals for the year
  • Evaluating any new cash flows and adjusting your spending and saving accordingly
  • Reviewing tax issues, insurance issues and legal issues

Follow this link to see the comprehensive list of What Issues Should I Consider At The Start Of The Year 2022

If you have any questions or want to review any of these issues with an advisor, please click here to schedule. 

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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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