Learn how year-round tax planning can help high-earning tech professionals make sound financial decisions.
Continue readingWhy Tax Planning Shouldn’t Be a Once-a-Year Event
Should You Buy That Boat?
You likely make enough money to afford to buy a boat…the question is, should you?
Continue reading5 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?
Continue readingWhy 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.
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While massive wealth or a sudden financial windfall sounds fun, there are many things to keep in mind.
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In Seattle, an approach to multi-generational wealth planning requires its own lens and strategy.
Continue readingWhat 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.
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Use home service providers? Learn how to protect yourself from potential liability, unexpected costs, or even legal headaches down the road.
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Flight booked? Consider keeping your financial advisor in the loop before an extended trip or international vacation.
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Ongoing wealth management can often deliver significantly more value than hourly financial planning over time.
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Curious how to build a college savings strategy that fits your unique financial situation?
Continue readingEstate Planning 101
Estate planning helps place assets and medical decisioning in the hands of someone you trust.
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If most of your wealth is illiquid, a liquidity strategy discussion with your financial advisor is a good idea.
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Have pre-IPO stock options and wondering what to do? Let’s explore some scenarios.
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Martin Lundgren talks building a firm that reflects his values, creating emotional freedom for employees and clients, and dreaming big for the future.
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Direct indexing is a nuanced investment strategy gaining traction as a compelling and tailored approach to wealth management.
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When choosing a financial advisor, we think about investment strategy, and retirement projections. But data security is just as important
Continue readingCost 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.
Continue reading3 Financial Considerations for a Special Needs Child
Curious about financial considerations for your special needs child?
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Once considered a better value, Airbnbs don’t always stack up to hotels the way they used to.
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Are you setting a good example? We’re sharing a few strategies to help teach children good financial habits.
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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.
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Medical concierge services can fit into your financial health and be a meaningful upgrade to the standard healthcare experience.
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For those with ultra-high-net-worth, flying private over commercial has perks, so let’s dive into some other financial considerations.
Continue readingPost-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.
Continue reading10 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.
Continue readingTips 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.
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Many ultra-wealthy families in Seattle want to support the third generation without creating dependence, entitlement, or pressure. This article explores how.
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A few small steps now can help you save time and get the most value out of your health benefits.
Continue readingA 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).
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On the fence between renovating and building new? Try viewing your project through a long-term lens.
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Curious about what end-of-year financial activities you should be doing? This article shares 5.
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The strategy of direct indexing is increasing in popularity but how much should you pay for it? Let’s dive into the details.
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This Halloween season, don’t get spooked. We’re breaking down five scary financial mistakes you can easily avoid!
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Global warming and climate change are altering the home insurance industry — let’s explore what you need to know.
Continue readingWeaker 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.
Continue readingThe 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.
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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!
Continue reading11 Common Types of Trusts and How They Work
Curious about different kinds of trusts and how they work? This article explores 11 of the most common types.
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Do you need tips for staying active through fall and winter? Here’s how to carry summer energy forward and make the most of the year ahead.
Continue readingPress Release: Meet Brian Whitaker
We’re pleased to announce that Brian Whitaker has joined the firm as Partner and Director of High Net Worth Advisory.
Continue readingThe Future of Car Ownership
Let’s take a peek into what the future of car ownership could look like.
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Whether you’re planning to make a job move or have a sense that a career change will be forced upon you, explore things to take care of now.
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Trying to help your family have a smoother fall transition? Here are a few tips to make this time of year easier.
Continue readingHow to Use CRATs and CRUTs in Your Charitable Giving Strategy
Wondering what the right charitable giving strategy is for you? Talk to your advisor about CRATs and CRUTs.
Continue readingHow to Take Advantage of a Windfall Early in Your Career
How you navigate an early-career windfall can set you up for long-term financial success.
Continue reading5 Lessons from Abroad You Can Apply to Your Everyday Life
If you’re looking for a few ways to improve your life there are a few lessons we can learn from abroad.
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Having aging parents move closer can offer real emotional and logistical benefits — let’s explore a few considerations.
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A big question for many folks tired of the grind: how can I retire early?
Continue readingHow to Cut Back on Device Usage
If you’re feeling a little too attached to your smart phones and watch, we’re sharing our best tips for cutting back on device usage.
Continue readingPros and Cons of Using Margin Loans in a Portfolio
Learn what a margin loan is, why you might use one, and where the risks are hiding.
Continue readingWhat’s Missing In Your Wealth Strategy? Why You Need a Financial Advisor To Bridge The Gaps
Still winging it? It might be time to get a financial advisor to help you build a wealth strategy that supports the future you envision.
Continue readingMilestone Moments: A Financial Guide to Your 40s and Beyond
Our latest article offers a guide to those financial milestones that, for many of us, hit in our 40s.
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Downsizing your house might not sound glamorous, but hear us out: it can open doors to the next best phase of your life.
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Looking to move abroad permanently? You may want to consider seeking out a country that offers a golden visa.
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Have you taken steps to protect yourself and those you love from identity theft? It might be time to safeguard your personal data.
Continue readingWhy Hiring a Personal Assistant Might Be the Best Investment You Make This Year
As a high-earning tech executive, hiring a personal assistant can a great way to get some much-needed time back.
Continue readingAn Econ Primer to Help Navigate Inflation and Trade Barriers
Understanding the basics of how trade barriers, tariffs, and inflation all work can help you make more informed financial decisions.
Continue readingHow to Buy a Home in a Different Country: A Financial Advisor’s Guide
Whether you want a permanent vacation spot or are considering your options, there’s lots to think about when buying a home in a different country.
Continue readingWhy It’s Okay to Have an Expensive Hobby
We offer some justifications for your expensive hobbies and explore considerations to help fold them into your financial planning — and your available time.
Continue reading3 Planning Considerations for Elderly Parents
Explore three planning considerations to address as your parents age with practical tips to help you balance care, finances, and your own long-term goals.
Continue readingAlma Maters Matter: How to Help Get Your Kids into the Right College
A good school can offer your kids many career benefits down the road. Explore tips for getting your kid into the right college.
Continue readingUpgrade Your Spring Break: How to Financially Justify Creative Travel Plans
Yes, you can take a creative spring break trip that fits into your broader financial plans. Learn how.
Continue readingPhilanthropy for Our Modern Times: A Guide to Charitable Giving
If recent events have you searching for ways to make a positive impact, look no further. Our latest blog features a guide to charitable giving.
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Ready for a change in your career? Are you mid-life (aka 40-ish)? Check out these 7 considerations before making a move.
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Are you buying a new home and curious about what to do with your starter house? Let’s explore some considerations.
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Ever wish you had more time to do everything? We have some tips to simplify life and regain valuable hours.
Continue readingDirect Indexing Deep Dive: What Tech Employees Should Know
At Northern Lights Advisors, we geek out over direct indexing (especially for our tech employee clients). Here’s what you should know.
Continue reading5 New Year’s Resolutions to Encourage Healthy Finances in 2025
Looking to get healthy finances for 2025? This article offers simple resolutions to help achieve success in the new year.
Continue readingComprehensive Financial Planning Checklist
Wealth management takes a holistic approach. Download our 16-point checklist to ensure you’re covering your financial bases.
Continue readingWhy Tech Employees Need Disability Insurance
For high-earning tech employees, disability insurance can be a wise investment.
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Are you looking for a strategic charitable giving option? This article explores donor-advised funds (DAFs).
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Retirement planning can be overwhelming, especially with so many different account options available, including 401(k)s. Let’s explore the basics.
Continue readingFinancial Considerations for Divorce in Washington State
For those experiencing divorce in Washington State, the financial questions can be many. Let’s try to answer some.
Continue readingPet Insurance: Should You Invest in It?
Northern Lights Advisors’ resident Certified Financial Planner examines the pros and cons of pet insurance and whether it’s worth the investment.
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Budgeting tools are not just for those living paycheck to paycheck. Learn how to transform the ways you spend, save, and enjoy your hard-earned money.
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Looking for a fun family activity to end summer on a high note? Consider camping, especially if you’re wishing for a quick, easy escape from Seattle.
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If you’ve ever wondered what you should know about exchange funds as a tech employee, this article will answer some of your questions.
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If you’re lucky, you may wonder what to do with that big tech annual bonus. Here are a few considerations.
Continue reading3 Signs You Need a Financial Advisor
Has your financial situation gotten more complex recently? You might need a financial advisor. Read on to learn the other signs it’s time.
Continue readingHow to Pay for Home Renovations: The Pros and Cons of Financing Options
Considering doing home improvements but wondering how you should pay for it? This article takes a look at the options available.
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A strong credit history is a pillar of financial strength. Learn how to improve, build, and enhance your credit score.
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Here list of tips to help property owners navigate turning their home into a rental and becoming a landlord.
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This article explores whether or not solar installation is worth it for those who are thinking of tapping into the power of the sun.
Continue reading7 Considerations for Caregivers of Elderly Parents
Many of us have reached an age where caring for our elderly parents is top of mind. Here are 7 considerations.
Continue readingHow 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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In the digital landscape, safeguarding digital accounts and assets is key. We’re outlining how to boost the security of your online presence.
Continue readingNavigating Family Travel: Tips from Experience
We asked financial advisor and resident frequent flyer Martin to share some of his best family travel tips.
Continue readingHow 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.
Continue readingHow 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.
Continue readingDriving 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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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.
Continue readingSelling 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.
Continue reading6 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.
Continue reading4 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.
Continue readingPacaso 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.
Continue reading5 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 financial future.
Continue readingThe 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.
Continue readingWant 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 to help them perform better, too.
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