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!
Why Tax Planning Shouldn’t Be a Once-a-Year Event
Learn how year-round tax planning can help high-earning tech professionals make sound financial decisions.
Should You Buy That Boat?
You likely make enough money to afford to buy a boat...the question is, should you?
5 Questions to Ask About a 529 if Your Child Doesn’t Want to Go to College
Wondering what to do with a 529 if your child isn't planning on the traditional college route?
Why High-Earners and the Ultra-Wealthy Should Consider Financial Advisor-Hosted Family Meetings
High levels of wealth can be tricky when it comes to family dynamics — consider financial advisor-hosted meetings.
Managing Sudden Wealth: How to Handle a Massive Financial Windfall
While massive wealth or a sudden financial windfall sounds fun, there are many things to keep in mind.
Strategies for Multi-Generational Wealth Planning
In Seattle, an approach to multi-generational wealth planning requires its own lens and strategy.
What to Know About Private Equity in High Net Worth Portfolios
Curious what it takes to add private equity to your portfolio? We break it down.
How to Derisk Relationships With Home Service Providers
Use home service providers? Learn how to protect yourself from potential liability, unexpected costs, or even legal headaches down the road.
Why You Should Add Your Financial Advisor to Your Travel Planning
Flight booked? Consider keeping your financial advisor in the loop before an extended trip or international vacation.
How Ongoing Wealth Management Can Deliver Better Value Than Hourly Planning
Ongoing wealth management can often deliver significantly more value than hourly financial planning over time.
Financial Strategies: College Planning for High Earners
Curious how to build a college savings strategy that fits your unique financial situation?
Financial Checklist For Pregnancy
Just found out you're having a baby? Check out this financial checklist for pregnancy to make sure your bases are covered.
Estate Planning 101
Estate planning helps place assets and medical decisioning in the hands of someone you trust.
Liquidity Strategies for When Most of Your Wealth Is Illiquid
If most of your wealth is illiquid, a liquidity strategy discussion with your financial advisor is a good idea.
How pre-IPO stock options are taxed (and what to do before a liquidity event)
Have pre-IPO stock options and wondering what to do? Let's explore some scenarios.
How Northern Lights Advisors Builds Value for Clients and Employees
Martin Lundgren talks building a firm that reflects his values, creating emotional freedom for employees and clients, and dreaming big for the future.
Unlocking Wealth: The Power of Direct Indexing for High-Earning Investors
Direct indexing is a nuanced investment strategy gaining traction as a compelling and tailored approach to wealth management.
Tips for Choosing a Financial Advisor Who Prioritizes Your Data Security
When choosing a financial advisor, we think about investment strategy, and retirement projections. But data security is just as important
Cost Vs. Value: Choosing The Right Credit Card Strategy
When choosing the right credit card strategy, try examining your choices through the lens of cost versus value.
3 Financial Considerations for a Special Needs Child
Curious about financial considerations for your special needs child?
Airbnb vs. Hotels: What is the Better Value Now?
Once considered a better value, Airbnbs don't always stack up to hotels the way they used to.
6 Tips for Teaching Children Good Financial Habits
Are you setting a good example? We're sharing a few strategies to help teach children good financial habits.
Why Non-Material Gifts Can Be The Most Romantic Gifts of All
When love is in the air, it doesn’t mean you should feel it in your wallet. Discover why you should talk with your partner about gift-giving expectations.
How to Determine if a Medical Concierge Aligns with Your Financial Health
Medical concierge services can fit into your financial health and be a meaningful upgrade to the standard healthcare experience.
Flying Private vs. Commercial: Financial Considerations for Travel
For those with ultra-high-net-worth, flying private over commercial has perks, so let's dive into some other financial considerations.
Post-Baby Financial Checklist: What to Do After Bringing A Baby Home
For those who just brought home a bundle of joy (or are about to), here is one post-baby financial checklist you won’t want to skip.
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.
Tips to Help Ultra-Wealthy Households Stay Under the Radar in Seattle
Many ultra-wealthy households face constant requests for donations and support, so we dive into a few ways to stay under the radar.
Company Stock Compensation Plans: How They Work and How to Use For Retirement Savings
Here’s a 101 on how company stock compensation plans work — and how to make the most of them.
How Ultra-Wealthy Families Can Support the Third Generation
Many ultra-wealthy families in Seattle want to support the third generation without creating dependence, entitlement, or pressure. This article explores how.
Simple Tips to Save Time and Get More Out of Your Health Benefits
A few small steps now can help you save time and get the most value out of your health benefits.
A Year-End To-Do: Understanding RMDs and Their Impact On Your Finances
One critical financial task that high-earning executives can’t afford to overlook is required minimum distributions (RMDs).
Renovating vs. Building New: How to Decide What’s Right for Your Seattle Home
On the fence between renovating and building new? Try viewing your project through a long-term lens.
5 Financial Activities to Take Care of Before the End of the Year
Curious about what end-of-year financial activities you should be doing? This article shares 5.
How Much Should You Pay for Direct Indexing
The strategy of direct indexing is increasing in popularity but how much should you pay for it? Let's dive into the details.
5 Scary Financial Mistakes to Avoid
This Halloween season, don't get spooked. We're breaking down five scary financial mistakes you can easily avoid!
Global Warming and the Future of Home Insurance
Global warming and climate change are altering the home insurance industry — let's explore what you need to know.
Weaker Dollar vs a Strong Dollar and Inflation Impact
Let's unpacks weak vs. strong dollars, what’s going on, how inflation ties into the story, and what it means for your investments and lifestyle.
The Good, Bad, and Ugly: What the Big Beautiful Bill Means for You
Wondering what the big beautiful bill means for your financial future? Here's our best analysis of relevant takeaways.
Are You Getting the Most Out of Your Employee Benefits?
Employee benefits are a critical part of your overall compensation — so talk with your financial advisor to make sure you get the most out of them!
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.