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Medicare in 2021: Here’s What You Need to Know

Submitted by Polaris Advisory on March 19th, 2021

Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare benefits change from year to year, and 2021 is bringing an increase in premiums for participants. The good news is, there are other ways to save on Medicare costs.

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Understanding Exchange-Traded Funds

Submitted by Polaris Advisory on March 19th, 2021

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d like to take advantage of the ease of stock trading with the diversification of mutual funds, exchange-traded funds (ETFs) can potentially give you the best of both worlds.

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Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Submitted by Polaris Advisory on March 19th, 2021

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new employer. In some cases, that employer will also offer matching contribution funds up to a certain percentage.

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The Value of Investing with a Financial Professional Instead of a Do-It-Yourself Approach

Submitted by Polaris Advisory on December 28th, 2020

Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it-yourself with a simple online brokerage account? There are many reasons to trust a professional - read on to find out whether it’s worth it to go with the pros.

Active vs. Passive

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The Value of Investing with a Financial Professional Instead of a Do-It-Yourself Approach

Submitted by Polaris Advisory on December 28th, 2020

Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it-yourself with a simple online brokerage account? There are many reasons to trust a professional - read on to find out whether it’s worth it to go with the pros.

Active vs. Passive

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What are Employee Stock Options, and why should I care?

Submitted by Polaris Advisory on December 28th, 2020

As a young gun in the industry, you might not care about your employee stock options, but for those who pay attention, there are potential benefits. In this article we are going to look at two things, first what exactly are employee stock options, and secondly why you may want to consider taking advantage of them.

What are stock options

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The Value of Investing with a Financial Professional Instead of a Do-It-Yourself Approach

Submitted by Polaris Advisory on December 28th, 2020

Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it-yourself with a simple online brokerage account? There are many reasons to trust a professional - read on to find out whether it’s worth it to go with the pros.

Active vs. Passive

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Five Ways to Save on Healthcare Costs

Submitted by Polaris Advisory on January 28th, 2019

It’s certainly no secret that healthcare costs have escalated in recent years, and there’s no reason to believe that the end is in sight.  But whether you have a comprehensive health insurance policy or have purchased a catastrophic policy, there are ways to save on healthcare costs.

Here are just a few:

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Recent Blog Posts

  • Medicare in 2021: Here’s What You Need to Know
  • Understanding Exchange-Traded Funds
  • Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Archived Blog

  • March 2021 (3)
  • December 2020 (4)
  • January 2019 (1)

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