Nov 12, 2021 What We are Thankful For

In the spirit of Thanksgiving, Leonard Rickey Investment Advisors wants to take a few moments to share how thankful we are for our great clients, our awesome team, and our loving families! Each member of the team has shared something they are thankful for as well below:

Ben: I’m thankful for the opportunities I’ve had in life. I’m thankful that I love my job. I’m thankful for the wilderness and how close we are to the mountains. I appreciate my education and find great joy in the kindness of strangers.

Joy: I am thankful that my kids can go to school and be involved in sports. We took these things for granted pre-2020 and now realize how much they help kids and families stay mentally and physically healthy.

Susan: I am thankful for Mother Nature. Her beauty and grace provide my family a place for healing, exploring, and building memories to last a lifetime!

Matt: I’m especially thankful for my family this year. I recently got married and have a baby boy due at the end of this year. This will be our first child and we are both very excited to meet him!

Dirk: I am thankful for the opportunities I get to spend with my kids and family. I am thankful for authentic conversations that have opened new doors in our personal life.

Chelsie: I am thankful for the birth of our healthy, happy little girl, Rylee and for all our friends and family that have helped us out as new parents.

Michelle: I am thankful for the health and well-being of my family and the ability to give back to my community.

Molly: I am thankful for my family and friends and for living another day cancer free.

Jacqueline: I am thankful for ALL my associates at Leonard Rickey Investment Advisors (LRIA) for allowing me the opportunity to work with them and all their help on training me to be the best I can for LRIA.

Sean: I am thankful for family, friends, and a great place to work.

Gunnar: This year I am thankful to have moved back to this side of the state (Eastern WA) and to have found such a fulfilling job in the industry I am passionate about. I am also grateful for my supportive significant other and two adorable little cats.

Company News

Welcome, Liz Stokes!

Employee Spotlight – Jacqueline Cremen

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

Employee Spotlight: Chelsie Smith

Employee Spotlight: Dirk Bernd

Market Commentary

2024 1st Quarter Investment Commentary

2023 4th Quarter Investment Commentary

2023 3rd Quarter Investment Commentary

2023 2nd Quarter Investment Commentary

Debt Ceiling: Should Investors Worry?

Retirement Planning

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

Medicare Open Enrollment for 2023 Begins October 15th

Social Security Benefit Increase of 8.7% for 2023

Tax Planning

2024 Key Financial Changes

2023 1099 Release Information

2023 Year-End Tax Planning

When do I start my Required Minimum Distribution?

UPDATE: Washington State Long Term Care Payroll Tax

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

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 (

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.

Any projections, forecasts and estimates, including without limitation any statement using “expect” or “believe” or any variation of either term or a similar term, contained here are forward-looking statements and are based upon certain current assumptions, beliefs and expectations that LRIA considers reasonable or that the applicable third parties have identified as such. Forward-looking statements are necessarily speculative in nature, and it can be expected that some or all of the assumptions or beliefs underlying the forward-looking statements will not materialize or will vary significantly from actual results or outcomes. Some important factors that could cause actual results or outcomes to differ materially from those in any forward-looking statements include, among others, changes in interest rates and general economic conditions in the U.S. and globally, changes in the liquidity available in the market, change and volatility in the value of the U.S. dollar, market volatility and distressed credit markets, and other market, financial or legal uncertainties. Consequently, the inclusion of forward-looking statements herein should not be regarded as a representation by LRIA or any other person or entity of the outcomes or results that will be achieved by following any recommendations contained herein. While the forward-looking statements here reflect estimates, expectations and beliefs, they are not guarantees of future performance or outcomes. LRIA has no obligation to update or otherwise revise any forward-looking statements, including any revisions to reflect changes in economic conditions or other circumstances arising after the date hereof or to reflect the occurrence of events (whether anticipated or unanticipated), even if the underlying assumptions do not come to fruition. Opinions expressed herein are subject to change without notice and do not necessarily take into account the particular investment objectives, financial situations, or particular needs of all investors.

For additional information about LRIA, including fees and services, please contact us for our Form ADV disclosure brochure using our contact information herein. Please read the disclosure brochure carefully before you invest or send money.