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

Featured Article

Worry-Free Retirement Planning for High-Net-Worth Individuals

Attaining confidence in your retirement plan can be an elusive pursuit, even once you achieve financial success. A study1 found that 58% of high-net-worth individuals…

Read More



Please join us for a special presentation and learn strategies to help protect more of your wealth from the IRS. Hear our advice on how to maintain focus on your financial goals and not the upcoming elections. 

Couple Discussing Retirement Plan

Retirement Plan Strategies for High-Income Earners

If you are a doctor, lawyer, thriving business owner, successful executive or another high-income earner, this thought has probably crossed your mind: How will I maintain my lifestyle once I retire—especially if I want to retire early? You’re not alone. In this article, we’ll look at some retirement plan strategies for high earners that you can start using today to set yourself up for the comfortable retirement you deserve. Getting the Most From Your 401(k) Maxing out your 401(k) contribution every year is a no-brainer for high-income earners. In 2023, the maximum contribution to a 401(k) is $22,500 (or $30,000 if you’re age 50 or older and making a catch-up contribution, mentioned below). This contribution is made tax-free, effectively lowering your tax liability for the year….

Read More >
Jar of Coins Spilling Out

Retirement Spending Solutions

We hear from many clients who feel apprehensive when they start spending their retirement savings. It can feel unnatural after you’ve been focused on saving...
Read More >
People Reviewing Stats

4 Ways to Maximize Your Equity Compensation

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...
Read More >
Tax Max to Min

HSA Spells Tax-Free Investing

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...
Read More >
Notebook and Calendar

Estate-Planning Checklist: Must-Haves

Drawing upon Adviser Investments’ decades of experience, our comprehensive estate and legacy planning checklist includes a glossary of key terms and identifies five critical estate...
Read More >
People at Table Discussing Estate Planning

Advanced Trusts: 4 Ways to Protect Your Estate

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...
Read More >

Ready to experience the human
side of wealth?

Let’s begin.

Required fields