Polaris Financial Strategies Group

2 Cardinal Park Drive, Suite 101 B Leesburg, Va 20175 http://brokercheck.finra.org/

Polaris Financial is committed to helping every client work toward their personal hopes and dreams. In order to help facilitate these goals an effective easy-to-understand investment plan is needed. Our goal as financial professionals is to provide clients detailed investment plans that can be modified in accordance with changing priorities. This helps our clients understand where the currently stand and were the are headed. We provide independent advice, objective research and proactive service to help individuals build, manage and preserve wealth to achieve their lifetime goals. We work with clients who value a personal relationship with their advisory team and a comprehensive approach to managing all of their investment, insurance, tax consideration and estate planning needs. The goal of Polaris Financial Strategies Group is to serve our clients, earn their loyalty and truest, and form a relationship that lasts a lifetime. Securities and Advisory Services offered through Commonwealth Financial network, Member www.FINRA.org/www.Spic.org, a Registered Investment Adviser. this communication is strictly inteded for individuals residing in the states of CA, CO, CT, DC, DE, FL, IL, MD, NC, NY, PA, TX, VA and WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Please see our Terms of Use here: www.commonwealth.com/termsofuse.html

vimeo.com

Market Updates

I would like to offer you the opportunity to hear thoughts from Brad McMillan, managing principal and chief investment officer at Commonwealth Financial Network®, our Registered Investment Adviser–broker/dealer.

In this video Mr. McMillan shares a framework for thinking about the coronavirus crisis, focusing on the virus itself, its economic effects, and the market implications. Viewed through this lens, it seems the virus is controllable, as seen in China and South Korea. Further, the widespread panic has been a positive, enabling governments to put effective restrictions in place. Still, we’re starting to see the economic damage, with layoffs and business shutdowns. Are we headed toward another 2008? Watch his latest video to learn more.

If you have any questions regarding market conditions, please feel free to contact the office at 703-467-0370.

vimeo.com Brad McMillan, managing principal, chief investment officer, at Commonwealth, provides our advisors and their clients with market insights and analysis to help inform…

broadridgeadvisor.com

Coronavirus Concerns? Consider Past Health Crises

broadridgeadvisor.com Putting current market volatility into historical perspective helps you stay the course during turbulent times.

broadridgeadvisor.com

Eleven Ways to Help Yourself Stay Sane in a Crazy Market

broadridgeadvisor.com Here are some tips to help prevent yourself from making rash decisions when dealing with market volatility.

Happy St. Patrick's Day!

Didn't find the pot of gold this year? Some have the luck of the Irish, most have great financial planners!

[03/09/20]   Market Continues to Slide on Coronavirus Fears: What Should Investors Do?

broadridgeadvisor.com

How to Be a Better Investor

broadridgeadvisor.com Wondering how you can become a better investor? Consider following these basic principles.

broadridgeadvisor.com

The 1 Percent Difference Part 2: Striving for Higher Returns

broadridgeadvisor.com Consider the difference earning 1% more on your portfolio can potentially make.

broadridgeadvisor.com

The 1 Percent Difference, Part 1: Increasing Your Retirement Plan Contributions

broadridgeadvisor.com Increasing your retirement plan contributions by just 1% can potentially make a big difference over time.

broadridgeadvisor.com

Four Money Mistakes You Might Be Making

broadridgeadvisor.com Are you making any of these four money mistakes?

broadridgeadvisor.com

Should You Pay Off Debt or Save for Retirement?

broadridgeadvisor.com Should you pay off debt or save for retirement? That’s a good question. These points may help you decide.

broadridgeadvisor.com

The Latte Habit

broadridgeadvisor.com The Latte Habit is a story about how little things can add up over time.

broadridgeadvisor.com

ABCs of Financial Aid

broadridgeadvisor.com A strong financial aid package can push certain colleges to the top of the list.

broadridgeadvisor.com

3 Potential Benefits of Dollar Cost Averaging

broadridgeadvisor.com Dollar cost averaging is an investment strategy that many people use without even realizing it.

broadridgeadvisor.com

529 Plans and Financial Aid Eligibility

broadridgeadvisor.com Learn how a 529 plan will affect your child's or grandchild's financial aid eligibility.

broadridgeadvisor.com

Financial Aid for College

broadridgeadvisor.com Find out more...

Looking for someone to grow old with?

We are great listeners. We want to know all about your job, goals, and assets. Can't wait to hear form you! XO

broadridgeadvisor.com

Financial Aid 101

broadridgeadvisor.com Do you know how your child's financial aid award is determined?

Mittens is going over her retirement plan. Bones are definitely in the budget.

broadridgeadvisor.com

The SECURE Act and Your Retirement Savings

broadridgeadvisor.com Learn how important provisions of the SECURE Act could affect retirement, tax, and estate planning strategies.

marketwatch.com

Don’t get caught by surprise by this deadline if you’re paying off student loans

If you’re a federal student loan borrower with an income-driven repayment plan, you must recertify your personal information every year. Not doing so could have major consequences

marketwatch.com If you’re using an income-driven repayment plan, you must recertify your personal information annually.

blog.commonwealth.com

Appearance on Yahoo Finance's On the Move, February 03, 2020 [Video]

blog.commonwealth.com Commonwealth CIO Brad McMillan appeared on Yahoo Finance’s On the Move yesterday afternoon to discuss the market.

forbes.com

Don’t Miss Out On This Last-Minute Tax Planning Tip

There’s still time to fund your health savings account (HSA) for 2019. Contributions before April 15 could lead to significant tax savings.

forbes.com Even though December 31st has passed, there are still opportunities to do some last minute tax planning. Personal finance expert Megan Gorman finds that one of the best ways is to make sure your HSA is fully funded and invested by April 15th.

blog.commonwealth.com

Will the China Coronavirus Strike Investments?

Will the China coronavirus strike investments? Commonwealth CIO Brad McMillan analyzes the potential for economic disruption

blog.commonwealth.com Could the Chinese coronavirus outbreak affect the U.S.? Commonwealth CIO Brad McMillan evaluates any potential damage, including to our investments.

inc.com

15 Kobe Bryant Quotes From His Legendary Career That Will Inspire You

Kobe Bryant was an iconic businessman as well as a basketball legend. Here are 15 of his most inspiring quotations on subjects from success to failure as well as hard work leadership and teamwork #KobeBryant

inc.com To remember Kobe Bryant, we celebrate his life and legacy through his own uplifting words.

sportingnews.com

Super Bowl commercials 2020: How much does an ad cost for Super Bowl 54?

An advertisement for the big game costs 5.6 Million Dollars for 30 seconds of air time. These brands are investing in their future, what are you doing for yours?

sportingnews.com Here's everything you need to know about Super Bowl 54 commercials, including how much they cost in 2020, the length and a history of Super Bowl commercial prices.

blog.commonwealth.com

What Would a War with Iran Mean for the Markets?

What would a war with Iran mean for the markets? Commonwealth CIO Brad McMillan takes a closer look

blog.commonwealth.com Following the news regarding a U.S. drone strike, the reaction from U.S. markets is minimal so far, while global markets are experiencing more volatility.

Happy New Year!

Happy New Year! Polaris Financial will have normal office hours on December 31st and will be CLOSED on January 1st, 2020. Regular office hours will resume January 2nd, 2020.

Happy Holidays!

Happy Holidays from Polaris Financial! Our office along with the markets will be closed December 25, 2019. Regular Office Hours will resume on December 26, 2019.

Early Closing

We will be closeing early at 1 pm on December 24th. Our offices will also be closed for the full day on December 25th. Normal office hours will resmue on December 26th.

Holiday Party

Polaris Financial will be closeing early on December 20th for our annual Holiday party. Please call us at 703.467.0370 with any questions. Normal office hours will resume on December 23rd.

Let us help you get there!

commonwealth.com

Financial Tips

Test Your Knowledge of Social Security Terms!

commonwealth.com There are a variety of terms unique to social security benefits. Having a solid grasp of these terms will help you understand the potential social security benefits that may apply to you or a family member.

The Tax Cuts and Jobs Act of 2017 (TCJA) changed the tax treatment for alimony payments.

Alimony payments are not deductible for divorce or separation agreements executed after December 31, 2018.

The months before your child leaves for college can be an exciting time. Aside from ensuring that your student has all the basics, such as sheets and towels, it is important to prepare him or her financially as well.

Budget: Budgeting will help prevent overspending and accumulating credit card debt during college. Review the income and resources your child will have access to, along with potential expenses. Discuss what expenses you may be able to assist him or her with and what costs he or she will be responsible for. Basic strategies, such as buying groceries versus eating out, can help stretch a budget. Encourage your child to track spending to better stay on track with spending.

vimeo.com

Traditional Vs. Roth 401(k)

This is "Traditional Vs. Roth 401(k)" by Commonwealth Financial Network on Vimeo, the home for high quality videos and the people who love them.

The months before your child leaves for college can be an exciting time. Aside from ensuring that your student has all the basics, such as sheets and towels, it is important to prepare them financially as well.

Credit cards: This can be a good time for your child to start building credit history as he or she learns to manage credit card payments. Be sure to emphasize the importance of paying off credit card bills each month to avoid building up debt or excessive interest expenses.

The months before your child leaves for college can be an exciting time. Aside from ensuring that your student has all the basics, such as sheets and towels, it is important to prepare them financially as well.

Banking: Consider setting up a bank account with ATM access and a debit card. Be sure your son or daughter knows how to write checks, balance a checkbook, and pay bills.

forefieldkt.com

Market Month: October 2019

forefieldkt.com Here is the October 2019 Market Month video.

azcentral.com

Student loan debt: Strategies to pay it off faster, smarter

Overwhelmed by student loans? You can better manage them by selecting a strategy, treating them like other debt, or considering other options

azcentral.com Americans have accumulated more than $1 trillion in student loan debts. Are there strategies to pay it off more efficiently?

Students who receive a scholarship can qualify for a penalty waiver for 529 plan distributions up to the amount of the tax-free portion of the scholarship. Distributions will be subject to income tax on the earnings, however.

forefieldkt.com

Three Regrets of Retirees (Nov)

forefieldkt.com Considering the regrets of current retirees may help you avoid the same mistakes.

polarisfs.com

Key Elements of a Nonqualified Deferred Compensation Plan

Learn about the potential advantages of nonqualified deferred compensation (NQDC) plans.

polarisfs.com Deferred compensation is a term broadly used to describe any agreement between you and your employer to hold back your compensation until a future date or event, such as your retirement.

vimeo.com

Emergency Fund 101

How do you set up an Emergency Fund? How mush should it be?

This is "Emergency Fund 101" by Commonwealth Financial Network on Vimeo, the home for high quality videos and the people who love them.

blog.commonwealth.com

Economy Slowing—But Still Growing

Do rising economic risks mean a recession is on the horizon? Commonwealth CIO Brad McMillan weighs in: http://bit.ly/35mtGOV

blog.commonwealth.com Is there a recession on the horizon? Commonwealth CIO Brad McMillan notes that rising risks do not necessarily mean inevitable trouble.

Our Story

Polaris Financial is committed to helping every client work toward their personal hopes and dreams. In order to help facilitate these goals an effective easy-to-understand investment plan is needed. Our goal as financial professionals is to provide clients detailed investment plans that can be modified in accordance with changing priorities. This helps our clients understand where the currently stand and where the are headed. We provide independent advice, objective research and proactive service to help individuals build, manage and preserve wealth to achieve their lifetime goals. We work with clients who value a personal relationship with their advisory team and a comprehensive approach to managing all of their investment, insurance, tax consideration and estate planning needs. The goal of Polaris Financial Strategies Group is to serve our clients, earn their loyalty and truest, and form a relationship that lasts a lifetime. Securities and Advisory Services offered through Commonwealth Financial network, Member www.FINRA.org/www.Spic.org, a Registered Investment Adviser. this communication is strictly inteded for individuals residing in the states of CA, CO, CT, DC, DE, FL, IL, MD, NC, NY, PA, TX, VA and WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Please see our Terms of Use here: www.commonwealth.com/termsofuse.html

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Videos (show all)

Happy St. Patrick's Day!
Early Closing
Holiday Party
Happy New Year!
Happy Holidays!

Location

Telephone

Address


2 Cardinal Park Drive
Leesburg, VA
20175

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
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