UNDERSTANDING SOCIAL SECURITY
Social Security planning; it pays to plan ahead! Social Security provides a foundation of income on which workers can build to plan for their retirement. Generally, the most important variables are your claiming age, earning history, and marital status. Please join Lindsey McKay and Andrew Lee as they can help you better understand your options.
Monday, May 15, 2023
2:00 pm - 3:00 pm
Women Leading The Finance Industry:
Lindsey McKay of McKay Wealth Management On The 5 Things You Should Do To Increase Your Financial Literacy
An Interview With Jason Hartman
As part of Financial Literacy month I was featured in Authority Magazine's series "Women Leading The Finance Industry." I was able to share thoughts on what it means to be a woman in the financial services industry, what companies, individuals, and society can do to continue to promote women in the field, and thoughts on how to improve financial literary for the future. Thank you Jason Hartman and Authority Magazine for allowing me to be part of the conversation. Click here to read the article.
WASHINGTON STATE CAPITAL GAINS TAX
Capital gains tax is back in the news. The Supreme Court here in Washington State recently ruled that the State’s 7% capital gains tax which was enacted two years ago, is constitutional. The controversial ruling, essentially says that capital gains taxes on the sale or exchange of an individual's long-term capital assets (e.g., stocks, bonds, business interests, etc.) that exceed $250,000. Will you be affected? Click here to learn more.
TEAM MEMBER SPOTLIGHT
McKay Wealth is thrilled to congratulate our newest member, Andrew Lee, on accomplishing his goal of earning the CERTIFIED FINANCIAL PLANNER™ professional certification! We are proud to recognize this significant accomplishment, and Andrew's hard work and determination. The CFP® certification has been the standard of excellence for financial planners.
We are looking for a summer intern.
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