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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Karen W. McDade, CFP, AIF, CDFA

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United States
Scottsdale, AZ
Karen W. McDade, CFP, AIF, CDFA

Director of Financial Planning at Ashton Thomas Private Wealth My practice revolves around wealth forecasting and wealth management.

I help business owners, professionals, and high-net-worth families gain clarity in their complex financial lives so they can focus on what is most important to them. Specialties:
Financial Planning and wealth preservation
Transitions (retirement, business sale, inheritance, lawsuit, career change, financial windfall)
Fiduciary Investment Management
Divorce Settlement Analysis
Employee benefits, such as 401k retirement plans and executive benefits.

09/22/2023

Innovation isn't just about being groundbreaking; it's about being responsible. Explore the difference between disruptive and destructive innovation and make informed choices for your business.

Two sides to the innovation coin will make or break your business. Understand disruptive and destructive innovation before attempting to shake up the market.

09/21/2023

The IRS made changes to retirement catch-up contributions, impacting higher earners. Find out how Roth 401(k)s fit into this tax-saving equation.

Roth 401(k)s remain underused, despite the growing number of companies offering them to employees. Experts say that almost everybody should contribute to these after-tax retirement accounts.

09/20/2023

Unlock the secrets to affording everything you desire while maintaining financial peace. Learn from Jason Vitug's 'Happy Money, Happy Life' how saving purposefully can change your perspective on life and money.

You can afford and enjoy everything you want — the catch is, you can't do it all at once. Here are four steps for saving money on purpose from Jason Vitug, author of "Happy Money, Happy Life."

09/19/2023

Is inflation truly on the decline? Forbes contributor Brad Case shares insights on the ongoing battle against inflationary pressures and why the Fed may need to keep raising interest rates.

Core inflation declined in August, but Fed Chair Jerome Powell and the Federal Open Market Committee (FOMC) will have to continue raising interest rates.

08/24/2023

Unsure about your Social Security claiming strategy? Learn from the experts! These valuable rules of thumb can shed light on important factors to consider when making decisions about your benefits.

As changes are inevitable within the Social Security system – many benefits remain constant.

08/23/2023

Dive into the discussion on portfolio diversification with insights that challenge traditional perspectives. Explore why holding a more substantial number of stocks could be crucial for long-term wealth protection. Discover how careful stock selection and sector diversification play a role in effective risk management.

Portfolios that hold just a few dozen stocks run the risk of large, long-term shortfalls compared with those that hold more than 200 names.

08/22/2023

Explore the contrasting perspectives of financial advisors on the balance between value and growth stocks. Gain insights into the factors driving recent market trends, from interest rates to sector performance. Discover the complexities of predicting market shifts and the importance of diversified investment strategies.

Growth stocks performed better than value names for more than a decade, although that relationship reversed itself last year. Industry pros weigh in on what could come next.

08/21/2023

With mortgage rates nearing 7%, prospective home buyers face new challenges. Learn how to adjust expectations, manage budgets, and explore options for the best rate

Buyers should focus on what they can control rather than try to predict mortgage rates

07/31/2023

Unraveling the Mystery: Inherited IRA Rules Simplified! Discover how the Secure Act impacts beneficiaries, and the key strategies for effective management.

Under new guidance, the IRS is allowing people who inherited an individual retirement account after 2019 to skip a required distribution this year.

07/28/2023

The New Trend Among Retirees! Discover the reasons why more people are choosing to work part-time during their golden years. Financial freedom, staying active, and pursuing passions - the secrets to a fulfilling semi-retired life.

Leaving work completely is not the only choice as retirement age nears

07/27/2023

Estate planning can be a delicate matter, but it doesn't have to cause rifts among your children. Learn how open conversations about intentions, side letters in wills, and communication on unequal asset distribution can ensure your legacy is passed on with love and understanding.

Parents may have the best intentions when dividing up assets among their children, but it’s easy to cause rifts between family members if it isn’t done right.

Address

15279 N Scottsdale Road
Scottsdale, AZ
85254

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://ashtonthomaspw.com/

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