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!

four children who chose private school over public

How to Choose Between Private and Public Schools for Your Child

Choosing between private and public schools for your child can be challenging, so we’re exploring some top considerations.
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person at laptop managing digital accounts and assets

3 Steps to Safeguard and Manage Digital Accounts and Assets

In the digital landscape, safeguarding digital accounts and assets is key. We're outlining how to boost the security of your online presence.
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family traveling in need of a tip

Navigating Family Travel: Tips from Experience

We asked financial advisor and resident frequent flyer Martin to share some of his best family travel tips.
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kids outdoors in a camp setting

How to Find Fun Camps and Summer Activities for Kids

As parents ourselves we know how important it is to find fun camps and activities for our kids over the summer.
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woman in pool on vacation

How to Fit Vacations into Your Financial Planning

Contrary to popular belief, vacations aren't just a luxury; they're necessary for maintaining mental and physical health — here's how to fit into your financial planning.
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interior photo of cars for sales

Driving Smart: A 101 on Buying vs. Leasing a New Car

The decision to buy or lease a new car, finance versus cash, and choosing between premium and non-premium models necessitates careful consideration and financial foresight.
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blurry photo of young family of four looking into the distance

3 Strategic Ways to Save Money for Your Child’s Future

By exploring various savings options, seeking professional guidance, and maximizing tax-efficient strategies, you can ensure your child's financial security while embracing the journey of parenthood.
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female tech executive at desk

Selling Stocks? What to Know Before Selling Company Shares

When selling company stock, it is essential to be aware of factors including tax implications, company rules, and regulatory requirements.
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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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blurry photo with a wood house in foreground to symbolize estate planning

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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person at a desk looking at phone and calculator to symbolize doing taxes

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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luxury home with pool

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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laptop and coffee

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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Close up of man balancing coins

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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grass with a paper with a house cut out if it

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 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 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.