Broker Check


Monday, November 27, 2023

With November being Long-Term Care Insurance Awareness Month, let’s look at the most common frequently asked questions we receive from our clients and community.

Thursday, November 16, 2023

Taxes, Contribution Limits, and Important Dates in 2024 Wondering where your 2024 taxes will shake out? Looking to make the most of your qualified contribution limits but not sure where you stand in 2024? Look no further! Tax brackets...

Monday, October 30, 2023

The Social Security Administration recently announced that over 71 million Americans, including Social Security and Supplemental Security Income beneficiaries, will receive a 3.2% increase in their benefits for 2024.[1]

Monday, October 30, 2023

In 2019, Washington State passed and the Governor signed into law the Washington State’s Long-Term Services and Supports Trust Act (“LTSS”) which would implement a 0.58% payroll tax to fund long-term care services for Washington State.

Sunday, October 1, 2023

Economic Update Fall 2023 get together at The Museum of Flight. National Security Month. Expected Social Security COLA. Client Spotlight - Chuck & Kathy Hamilton participation in the Bike MS: Deception Pass Classic.

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Monday, September 25, 2023

Social Security COLA - Background. Where is inflation now? How is the Social Security COLA calculated? Where do we stand? When will we know?

Monday, September 25, 2023

Use Strong PW, Enable Two-Factor Authentication, Keep Software Updated, Be Wary of Phishing, Use Antivirus Software, Secure Your Wi-Fi, Backup Your Data, Limit Information Sharing, Educate Yourself.

Friday, September 1, 2023

Grandparents Day–September 10th. Get To Know Medicare: A Roadmap To Your Healthcare Webinar, Monday, September 18, 2pm. Catch-Up Contribution article, Team McKay on the Duffy boat celebrating 2 milestone birthdays.

Thursday, August 31, 2023

If you joined our recent Nourish and Flourish webinar, then you know there are plenty of options for getting out and getting active in the great PNW! Below are some organizations and resources you can use

Thursday, August 31, 2023

Financial security and retirement planning are crucial aspects of a well-balanced life. As we approach 2024, it's a great time to reevaluate your retirement savings strategy and ensure that you’re maximizing your retirement savings dollars.

Tuesday, August 15, 2023

When it comes to your money matters, your Social Security earnings record is a very important document. It's the statement that determines what benefits you'll get down the road. That is why it is critical to review this document periodical

Tuesday, August 1, 2023

Seize Your Savings: Navigate the Options for Your Old 401(k). National Women's Equality Day August 26. Save the Date, August 28 Webinar-Nourish and Flourish: A Holistic Approach to Health and Wellness. MWM Summer in Seattle-Mariner Game.

Monday, July 10, 2023

Ensuring you get the most out of your 401(k) for your unique situation may look different for different clients but here are the four options available to you.

Saturday, July 1, 2023

Happy Independence Day! Webinar: Economic Update Half Time Report 2023, July 17, 2pm. Fed Hits Pause Button on Rate Hikes. Things You Should Always Tell Your Financial Advisor.

Tuesday, June 27, 2023

When speaking to your financial advisor here at McKay Wealth, we suggest a few important topics for our conversations.

Tuesday, June 27, 2023

Jerome Powell skipped an interest rate hike at the Fed’s June meeting, but the market isn’t buying what the Fed Chair is selling about what’s next with short-term rates.

Tuesday, June 27, 2023

What is estate planning, and why is it important? When should I start estate planning? What documents should be included in my estate plan? How does estate planning minimize taxes? What is probate, and how can I avoid it? and more.

Thursday, June 22, 2023

Estate Planning is for Everyone: Plan and Protect for Peace of Mind.

Thursday, June 22, 2023

Planning for the future is essential to ensure the protection of your loved ones and your assets.

Wednesday, June 21, 2023

Setting SMART goals is an integral part of achieving financial empowerment.

Wednesday, June 21, 2023


Friday, June 9, 2023

A recent global study conducted by BNY Mellon Investment Management reveals that if women invested at the same rate as men, we could add more than $3 trillion to global investments. No time like the present to start investing ladies!

Thursday, June 1, 2023

Estate Planning Webinar June 20th, 2pm. Debt Ceiling 2.0. Staying Savvy on Scams: Identity Theft. June Teenth Freedom Day.

Tuesday, May 23, 2023

Social Security Frequently Asked Questions

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.

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?

Wednesday, April 26, 2023

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

Tuesday, April 25, 2023

Washington State Capital Gains Tax what is it?

Wednesday, April 19, 2023

Market timing must be exhausting.

Wednesday, April 19, 2023

April marks the start of Financial Literacy Month.

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

Tips for Preventing Identity Theft

Wednesday, March 29, 2023

Savvy Saving Strategies with 529 Plans

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

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, 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

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, 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

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

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, 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 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...

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 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...

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....