Adviser Investments and Polaris Wealth Advisory Group are now RWA Wealth Partners.

RWA’s Expertise: Financial Planning for Doctors

As a medical professional, you dedicate your time and knowledge to care for the health and well-being of your patients. While you are an expert in your field, it’s not uncommon for busy physicians like you to not have the same level of expertise when it comes to managing your personal finances in pursuit of…

4 Ways to Maximize Your Equity Compensation

People Reviewing Stats

Stock options have become a larger part of our clients’ overall compensation in recent years—but how employers structure their offering varies widely and maximizing the benefit can be tricky.   We’ve touched on the basics of employment-based stock options in the past. There are several different types of options, including Incentive Stock Options (ISOs), Non-Qualified Stock Options…

HSA Spells Tax-Free Investing

Tax Max to Min

It might seem like the holy grail every investor is looking for: A way to shelter a portion of your income for spending later in life—without having to pay taxes on it, unlike with an IRA. What’s the vehicle that can make this a reality? A health savings account (HSA). If you qualify, HSAs are worth…

Advanced Trusts: 4 Ways to Protect Your Estate

People at Table Discussing Estate Planning

Traditionally, when we talk about estate planning tools, we focus on revocable trusts—an incredibly important and versatile wealth management tool. But that’s not the end of the story. In some cases, an irrevocable trust may be more appropriate for your needs. Today, we look at four types that can come in handy.   Irrevocable Life Insurance Trust (ILIT). An ILIT is…