Karen W. McDade, CFP, AIF, CDFA

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.

Are You a Disruptor or a Destructor? A Complete Guide to Innovation for Today's Leaders Two sides to the innovation coin will make or break your business. Understand disruptive and destructive innovation before attempting to shake up the market.

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.

Almost All Workers Should Contribute to Roth Accounts. Here’s Why. 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.

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.

The author of 'Happy Money, Happy Life' says you can afford everything you want — but there's a catch 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."

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.

Inflation Is Undead! The Fed Has To Continue 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.

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.

Rules Of Thumb For Social Security Benefit Planning As changes are inevitable within the Social Security system – many benefits remain constant.

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.

Why Your Portfolio Should Hold Way More Than 30 Stocks 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.

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.

Value vs. Growth: 4 Pros Lay Out the Catalysts, From the Fed to Earnings 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.

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

What 7% Mortgage Rates Mean for Home Buyers Buyers should focus on what they can control rather than try to predict mortgage rates

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

Inherited IRAs Just Got New Rules. What You Need to Know. Under new guidance, the IRS is allowing people who inherited an individual retirement account after 2019 to skip a required distribution this year.

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.

The Rise of the Semi-Retired Life Leaving work completely is not the only choice as retirement age nears