As we celebrate Independence Day this month, many of us will spend time with family, enjoy summer traditions, and reflect on the freedoms we value most.

It's also a meaningful opportunity to think about another type of independence—financial independence.

When people hear that phrase, they often think of retirement or reaching a certain dollar amount. But in our experience, financial independence is much more personal than that.

At McKay Wealth, protecting your financial well-being extends beyond your investments—it also means keeping you informed when events occur that could affect your personal information.

Recently, AssetMark notified advisors of a data security incident resulting from a sophisticated phishing attack that compromised the credentials of one of their employees. As part of their investigation, AssetMark determined that certain client information may have been exposed, including names, account numbers, addresses, and Social Security or Tax ID numbers.

We’re halfway through the year — which makes June the perfect time for a financial check-in.

Life changes. Priorities shift. Markets move. And sometimes the goals we set in January need a few adjustments by June.

Tax season is behind us—which is a relief for most people. But before you file everything away and move on, this is actually one of the best times of year to pause and reflect.

Your tax return isn’t just paperwork. It’s a snapshot of your financial life.

And with a little intention, it can become a really helpful tool for making smarter decisions moving forward.