Financial Planning and Wealth Management Articles

The Northern Lights Advisors blog explores topics on financial planning and wealth management. We frequently write about financial industry trends, local and Seattle-based insights, and topics our clients are curious about, so if you’d like to learn more about something, please let us know!

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6 Strategies to Diversify Stock Compensation or Options

Company about to go public? Managing your stock compensation or options to mitigate high tax impact requires strategic planning and careful consideration.
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4 Small Business Considerations

From taxes to other planning, there are a number of things small businesses can do for better financial security and peace of mind.
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man with a cardboard box containing office things like plants and documents symbolizing losing a job

Career and Job Change Considerations

Whether you’re planning to make a job move or have a sense that a change will be forced upon you, this article explores things to take care of now.
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Estate Planning 101

Estate planning is an essential aspect of financial management that often gets overlooked. Explore why you want to place assets and medical decisioning in the hands of someone you trust
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10 Tips to Navigate Tax Season: A Document Guide for Tech Professionals

To ensure a smooth and efficient process this tax season, here's a comprehensive list to help you gather everything you need for your taxes.
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Pacaso Deep Dive: The Pros and Cons of Fractional Ownership

As financial advisors, we believe it's essential to examine the pros and cons of fractional ownership so you can make informed decisions about diversifying your investment portfolio.
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Comprehensive Financial Planning Checklist

Wealth management takes a holistic approach. Download our 16-point checklist to ensure you're covering your financial bases.
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Alarm clock with blocks that spell out 2024

5 Essential Financial Moves to Make at the Start of a New Year

There is nothing like the beginning of a new year to help kickstart everything: fitness goals, travel planning, and yes, financial review and changes to get closer towards a healthy
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cup of pencils, stack of books, and jar of coins symbolizing preparing for college

The Advantages of College Admissions Consultants

From program evaluations and school selection assistance to admissions insights, student story guidance, and scholarship awards, a college admissions counselor can help your child get into the right school.
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Unlocking Wealth: The Power of Direct Indexing for High-Earning Investors

In the dynamic realm of financial planning and management, direct indexing is a nuanced investment strategy gaining traction as a compelling and tailored approach to wealth management.
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How to find financial opportunities during challenging economic times

Feeling nervous about high interest rates and inflation? Concerned about economic outlooks? Explore the range of strategies available to investors during periods of high interest rates.
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Want a Greener Home? Start with the Basics

Just like getting plenty of exercise and eating healthy is good for enabling our bodies to perform optimally, making green and sustainable changes to our homes is a great way
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Living More Sustainably, For Less

Living a greener, more sustainable and more enjoyable life doesn’t require sacrifice or undue expense. You can live a sustainable lifestyle for less with a few modest considerations.
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Cover Your Quiver – Do I Need Extra Insurance for My Performance Bicycles?

Your unbiased, practical review of bicycle insurance for every type of bicycle in your garage. Will your homeowner’s policy cover that new road bike? Not likely. Read why and how
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From Corporate Culture to Startup Salaries

What to consider before leaving a corporate job for a consulting gig or small business opportunity.
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Going Green: the Financial Gains of a Sustainable Home

Reducing your carbon footprint isn’t just good for your family or the planet. Learn how you can reduce your carbon footprint and shrink home expenses… Reducing your carbon footprint isn’t
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An Agile Approach to Financial Health

Creating financial health and wellness can be daunting and exhausting. Approaching your financial wellness with agile strategies used for successful software development can give you the insight and motivation you
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Preparing for the Unforeseen: Disability Insurance and Emergency Funds

Financial Planning for Uncertain Times Gain a better understanding of disability insurance protections, unemployment insurance benefits and emergency funds and learn how to ensure you and your family safely navigate
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A note on our financial planning and wealth management articles:

The financial planning and wealth management articles provided on this website are for informational purposes only and should not be considered financial, legal, or tax advice. While we strive to provide accurate and timely information, the content may not always reflect the most current market conditions or regulatory requirements.

Readers are encouraged to consult with their financial and tax advisors before making any investment decisions. Our team is available if you have questions. Northern Lights Advisors is not responsible for any errors or omissions in the content or for any actions taken based on the information provided herein.