Where Do You Want Your Financial Roadmap to Take You?
Thoughtful wealth management for successful people who want objective advice and professional assistance managing their wealth.
At Polaris Wealth Management we develop and implement comprehensive strategies that support our clients' efforts to grow, protect, and transfer wealth on their terms. Free of corporate priorities, sales quotas, and proprietary products, our sole focus is on serving our clients' interest and exceeding their expectations. As an independent, fee-based firm, we combine extensive knowledge, experience and industry leading tools to help clients pursue their goals and experience the joy and quiet confidence that comes with knowing their financial lives are in order.
Every day we are auditioning for the most important position on our clients' select team of trusted advisors.Free Portfolio Risk Analysis
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Why have the markets been so volatile recently?
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator shows how inflation over the years has impacted purchasing power.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Here is a quick history of the Federal Reserve and an overview of what it does.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
How do the markets usually react to elections? Was the 2016 election any different?