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Blog

Tuesday, May 23, 2023

Staying Savvy on Scams: Identity Theft. What to do if your identity is stolen. How to be proactive about protecting your identity.

Tuesday, May 23, 2023

Social Security Frequently Asked Questions

Monday, May 22, 2023

Debt Ceiling 2.0 - Recap. Where Are We Now? What Happens if the U.S. Defaults? What are Markets Predicting? What Happens Next?

Monday, May 1, 2023

Understanding Social Security Webinar, May 15 @ 2pm. Women Leading The Finance Industry. Washington State Capital Gains Tax. Team Member Spotlight Andrew Lee earns his CFP. Looking for Summer Internship.

Wednesday, April 26, 2023

Knowing which financial and personal paperwork to keep or toss is very important.

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Tuesday, April 25, 2023

Washington State Capital Gains Tax what is it?

Wednesday, April 19, 2023

April marks the start of Financial Literacy Month.

Wednesday, April 19, 2023

Market timing must be exhausting.

Saturday, April 1, 2023

WEBINAR-ECONOMIC UPDATE- Monday, April 24th at 2:00 PM , Savvy Savings Strategies with 529 Plans, Shredding Event @ McKay Wealth April 20th from 9-2pm, Tips for Preventing Identity Theft

Wednesday, March 29, 2023

Savvy Saving Strategies with 529 Plans

Wednesday, March 29, 2023

Tips for Preventing Identity Theft

Wednesday, March 1, 2023

Women's History Month. Managing Taxes Through Retirement Webinar on March 20th. Economic Update with City National Rochdale Webinar, April 24th. Taxes and Contribution Limits in 2023. MWM - Taken it to the peaks of Mt. Rainer.

Tuesday, February 28, 2023

Wondering where your 2023 taxes will shake out? Looking to make the most of your qualified contribution limits but not sure where you stand in 2023? Look no further!

Friday, February 17, 2023

I always look forward to the opportunity to discuss female finance. In my interview with Jenna Dagenhart of Asset TV, we discuss the Women's Impact Network that I co-chair for female advisors at Cetera and the overall diversity and...

Thursday, February 2, 2023

People started exchanging cards and handwritten letters during the 17th century, but it was in the 1840s that the first Valentine's Day cards were mass-produced in the U.S., sold by Esther A. Howland. Known as the "Mother of the...

Thursday, February 2, 2023

UNDERSTANDING THE DEBT CEILINGCongress had free reign over the country's finances before the debt ceiling was created. In 1917, the debt ceiling was created during World War I to make the federal government fiscally responsible...

Thursday, February 2, 2023

As Big Tech continues to reel from its massively difficult 2022, some of the sector's biggest names are beginning 2023 by laying off employees by the thousands. In 2022, companies like Meta, Amazon, and Intel announced major job cuts follo

Thursday, December 1, 2022

Join us for Open House & Book Signing. The Secure Act 2.0. Team member spotlight Nathan and Angela O'Connor. Happy Holidays from the Team (Lindsey, Nathan, Norma, Julia & Andrew).

Thursday, November 3, 2022

DID YOU KNOW...November News and EventsThe ENVISION Method:How Smart Women Get Savvy About Money!Our very own Lindsey McKay has another title,  AUTHOR!  It's been a a long journey of interviews, re-writes, and deep...

Tuesday, November 1, 2022

The Envision Method: How Smart Women Get Savvy About Money! Midterm Elections: Will and how they can affect the markets. Inflation Reduction Act 2022. Cetera Brings Diversity and Inclusion to Nashville. St. Anne Hospital-To Your Health Gala

Saturday, October 1, 2022

Fall Summit Oct 13th at the Museum of Flight. Social Security Increase: The New Forecast for 2023. The Bear Market is Back, Will It Hibernate Soon? Midterm Elections 2022: What Does That Mean for the Markets? MWM Team at WestStar Symposium.

Thursday, September 1, 2022

Labor Day 2022. Economic Update-Educational Webinar, September 21st. Series I Savings Bond. Retirement Decisions - Lump Sum Vs Monthly Pension.

Monday, August 1, 2022

Summer Storms or Hurricanes? Inflation or recession? Buy or Sell Now? Real Estate in the PNW. National Women's Equality Day, August 26. Summer Time with McKay Wealth - Seattle Mariners game at T-Mobile Park.

Friday, July 1, 2022

Independence Day - July 4th, Tax Efficiency in Retirement, Summer 2022 - The team finally take a vacation this summer!

Wednesday, June 1, 2022

DID YOU KNOW? November is a Great Time to Review or Update Your Financial Strategy The end of the year is the perfect time to make a strategy or to review your existing strategy to ensure any major changes you may have experienced...

Wednesday, June 1, 2022

Economic Update in June. Summer Solstice - June 21st. Wealth for Women - The financial future is a female. New Team Member Spotlight - Andrew Lee.

Wednesday, May 25, 2022

Please meet our newest team member, Andrew who joined McKay in 2022 as an associate financial planner. Andrew has been in the financial services industry since graduating from Seattle University with a Bachelor’s in Mathematics in 2013.

Sunday, May 1, 2022

In the Room with Ben Stein. Inflation Overreach. Happy Mother's Day. Client Spotlight with Steven Drury.

Friday, April 1, 2022

Webinar: Economic Update with City National Rochdale, April 18, 2022. MWM Community Service with Food LifeLine. National Girl Scout Day - April 22nd. Client Spotlight with Roger Morton.

Tuesday, March 1, 2022

International Women's Day, March 8. Special Bulletin: Ukraine-Russia Geopolitical Risk Analysis, Client Spotlight - Bruce Leonard.

Tuesday, February 1, 2022

LUNAR NEW YEAR - 2022. Tax Day 2022. Market conditions for 2022. February is the month of love.

Saturday, January 1, 2022

HAPPY NEW YEAR 2022! What is Crypto Currency. Our Partnership with you.

Wednesday, September 15, 2021

Lindsey had the opportunity to join the Money Chill Out podcast team and discuss what financial planning really means. Many people don’t necessarily know what it is and all that it covers. From understanding the mechanics of...

Wednesday, September 1, 2021

DID YOU KNOW? Economic Update September 2021 Please join us for our ongoing updates on the economy with Rachael Crane from City National Rochdale. Rachael and Lindsey will discuss the 3 quarters of 2021 and our continued recovery from...

Monday, January 11, 2021

The Week on Wall Street Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading.The Dow Jones Industrial Average gained 1.61%, while the Standard &...

Monday, January 4, 2021

The Week on Wall Street Stocks moved higher during a holiday-shortened week of trading, capping off a turbulent, but otherwise strong year for equity investors. The Dow Jones Industrial Average gained 1.35%, while the Standard &...

Monday, December 21, 2020

The Week on Wall Street Stocks climbed higher amid the COVID-19 vaccine rollout and an improving outlook for a fiscal stimulus bill.The Dow Jones Industrial Average, which has lagged all year, gained 0.44%. The Standard & Poor’s 500...

Monday, December 14, 2020

The Week on Wall Street Stocks retreated last week on rising COVID-19 infections and slow progress on an economic relief bill. The Dow Jones Industrial Average dipped 0.57%, while the Standard & Poor’s 500 dropped 0.96%. The Nasdaq...

Tuesday, December 8, 2020

The Week on Wall Street Stocks marched higher last week on an improving outlook for the passage of a fiscal stimulus package. The Dow Jones Industrial Average rose 1.03%, while the Standard & Poor’s 500 tacked on 1.67%. The Nasdaq...

Friday, October 16, 2020

INVESTING, INSIGHTS There are clear differences between President Donald Trump and Former Vice President Joe Biden (and the political parties they represent) when it comes to tax policies, spending priorities, and overall economic...

Wednesday, September 23, 2020

INVESTING, RETIREMENT FUNDING, INSIGHTS What is the Medicare Open Enrollment Period? The Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best for them. Each...

Wednesday, September 23, 2020

INVESTING, RETIREMENT FUNDING, INSIGHTS The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on March 27, 2020. This $2 trillion emergency relief package represents a bipartisan effort to assist both...

Wednesday, September 23, 2020

INVESTING, RETIREMENT FUNDING, INSIGHTS With the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. The tax benefits...

Friday, August 28, 2020

Continuing our series of getting up close and personal with the McKay Wealth team members, this month’s spotlight is on Jim McKay. As Jim is one of the founding members of the firm, you (and us) may think we know all about him....

Sunday, August 23, 2020

Americans are choosing to retire early. Economists Olivier Coibion, Yuriy Gorodnichenko, and Michael Weber associated with the National Bureau of Economic Research (NBER) have been comparing data gathered in January and April 2020 to...

Thursday, August 20, 2020

What role does Social Security play in your retirement income strategy? As you near retirement, it's likely you'll have many questions about Social Security. How much will your retirement benefit be? When should you apply? Will...

Saturday, July 25, 2020

This month’s team member spotlight is on Lori Griffith our “luna - luna lawelawe” Hawaiian for our CFO. She is behind the scenes running our companies and taking great care of all us at McKay Wealth Management....