McKay Wealth Management

12/11/2023

🎉 A heartfelt THANK YOU to everyone who joined us at our Holiday Open House! ✨ Working alongside our incredible clients fills us with joy all year long, and sharing some holiday cheer together was an absolute delight. Here's to a fantastic 2023 - it was a year filled with success, joy, and wonderful moments! 🥂🌟

10/20/2023

McKay Wealth had another successful year hosting our Fall Forum at the Museum of Flight!

A heartfelt thank you to everyone who made it to the event and contributed to its success. There were plenty of insightful discussions and we're excited to host more future events!

08/17/2023

Last Friday was our annual MWM Picnic! We had a blast hanging out, playing bocce ball and eating plenty of tasty food!

07/21/2023

Yesterday the McKay Wealth Team went out for our annual Mariners Game at T-Mobile park. We had a great time watching the Mariners play & win vs the Minnesota Twins!

06/13/2023

We are excited to share that Lindsey's book "The ENVISION Method: How Smart Women Get Savvy About Money" was on the list of 8 best books on financial literacy for women by US News. She was also asked to share her thoughts on a few of the other books that made the list. What is best finance book that you have read?

Women deal with a set of unique financial challenges – becoming financially literate is crucial.

05/15/2023

Lindsey's team had a wonderful opportunity on Thursday creating French garden style bouquets for Mothers Day at Belle Pétale with Teresa. A big thank you to Teresa for the wonderful learning experience!

04/25/2023

We are looking for a summer intern, help us spread the word!

04/24/2023

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® designation is the highest standard of excellence in the field of personal financial planning.

04/17/2023

Looking to make the most out of your 529 Plan? Unsure what to do with a leftover balance? Recent legislative updates allow for greater flexibility and strategy from a financial planning perspective on how to maximize these tax-advantaged dollars!

LEARN MORE HERE-

Savvy Saving Strategies with 529 Plans

04/11/2023

As part of Financial Literacy month Lindsey McKay was featured in Authority Magazine's series "Women Leading The Finance Industry." Lindsey 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 Lindsey to be part of the conversation.

An Interview With Jason Hartman

04/04/2023

Last Friday, Lindsey's team went out and enjoyed some TopGolf! We had a great time, picked up some new skills and enjoyed some friendly competition!

02/23/2023

Emergencies can strike quickly and without warning. Are you prepared for the unexpected? Learn more about our family preparedness guide: https://www.mckaywealth.com/helpful-links