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
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Bonds may outperform stocks one year only to have stocks rebound the next.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Ascertaining the value of your business is important for a variety of reasons.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Use this calculator to estimate your capital gains tax.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
A special needs trust helps care for a special needs child when you’re gone.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Estate conservation is too important to put off. Do you have a smart exit strategy?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.