Managing Sudden Wealth: How to Handle a Massive Financial Windfall
July 24, 2026
While massive wealth or a sudden financial windfall sounds fun, there are many things to keep in mind.
Strategies for Multi-Generational Wealth Planning
July 14, 2026
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
July 6, 2026
Curious what it takes to add private equity to your portfolio? We break it down.
Financial Strategies: College Planning for High Earners
June 1, 2026
Curious how to build a college savings strategy that fits your unique financial situation?
Estate Planning 101
May 20, 2026
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
May 7, 2026
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)
April 28, 2026
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
April 22, 2026
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
April 17, 2026
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
April 3, 2026
When choosing a financial advisor, we think about investment strategy, and retirement projections. But data security is just as important
10 Tips to Navigate Tax Season: A Document Guide for Tech Professionals
January 13, 2026
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.
Company Stock Compensation Plans: How They Work and How to Use For Retirement Savings
December 30, 2025
Here’s a 101 on how company stock compensation plans work — and how to make the most of them.
A Year-End To-Do: Understanding RMDs and Their Impact On Your Finances
November 25, 2025
One critical financial task that high-earning executives can’t afford to overlook is required minimum distributions (RMDs).
5 Financial Activities to Take Care of Before the End of the Year
November 10, 2025
Curious about what end-of-year financial activities you should be doing? This article shares 5.
How Much Should You Pay for Direct Indexing
October 31, 2025
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
October 22, 2025
This Halloween season, don’t get spooked. We’re breaking down five scary financial mistakes you can easily avoid!
Weaker Dollar vs a Strong Dollar and Inflation Impact
October 9, 2025
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
October 3, 2025
Wondering what the big beautiful bill means for your financial future? Here’s our best analysis of relevant takeaways.
How to Use CRATs and CRUTs in Your Charitable Giving Strategy
August 11, 2025
Wondering what the right charitable giving strategy is for you? Talk to your advisor about CRATs and CRUTs.
How to Take Advantage of a Windfall Early in Your Career
July 31, 2025
How you navigate an early-career windfall can set you up for long-term financial success.
Want to Retire Early? Here’s How to Set Yourself Up
July 1, 2025
A big question for many folks tired of the grind: how can I retire early?
Pros and Cons of Using Margin Loans in a Portfolio
June 20, 2025
Learn what a margin loan is, why you might use one, and where the risks are hiding.
4 Reasons to Consider Downsizing Your House
May 13, 2025
Downsizing your house might not sound glamorous, but hear us out: it can open doors to the next best phase of your life.
An Econ Primer to Help Navigate Inflation and Trade Barriers
April 3, 2025
Understanding the basics of how trade barriers, tariffs, and inflation all work can help you make more informed financial decisions.
How to Buy a Home in a Different Country: A Financial Advisor’s Guide
March 28, 2025
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.
Why It’s Okay to Have an Expensive Hobby
March 24, 2025
We offer some justifications for your expensive hobbies and explore considerations to help fold them into your financial planning — and your available time.
Alma Maters Matter: How to Help Get Your Kids into the Right College
March 11, 2025
A good school can offer your kids many career benefits down the road. Explore tips for getting your kid into the right college.
Philanthropy for Our Modern Times: A Guide to Charitable Giving
February 20, 2025
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.
7 Financial Questions to Ask Before a Mid-Life Career Change
February 7, 2025
Ready for a change in your career? Are you mid-life (aka 40-ish)? Check out these 7 considerations before making a move.
What To Do With Your Starter House When You Purchase Your Dream Home
January 29, 2025
Are you buying a new home and curious about what to do with your starter house? Let’s explore some considerations.
Practical Solutions for Your Complex Life: How to Simplify and Get Time Back
January 23, 2025
Ever wish you had more time to do everything? We have some tips to simplify life and regain valuable hours.
Direct Indexing Deep Dive: What Tech Employees Should Know
January 13, 2025
At Northern Lights Advisors, we geek out over direct indexing (especially for our tech employee clients). Here’s what you should know.
5 New Year’s Resolutions to Encourage Healthy Finances in 2025
January 5, 2025
Looking to get healthy finances for 2025? This article offers simple resolutions to help achieve success in the new year.
Comprehensive Financial Planning Checklist
December 27, 2024
Wealth management takes a holistic approach. Download our 16-point checklist to ensure you’re covering your financial bases.
Donor-Advised Funds: Charitable Giving with Flexibility
November 12, 2024
Are you looking for a strategic charitable giving option? This article explores donor-advised funds (DAFs).
401(k) 101: The Basics Behind Retirement Accounts and Planning
October 28, 2024
Retirement planning can be overwhelming, especially with so many different account options available, including 401(k)s. Let’s explore the basics.
Financial Considerations for Divorce in Washington State
October 6, 2024
For those experiencing divorce in Washington State, the financial questions can be many. Let’s try to answer some.
Should Tech Industry Employees Consider Exchange Funds?
July 29, 2024
If you’ve ever wondered what you should know about exchange funds as a tech employee, this article will answer some of your questions.
What to Do With a Large Bonus or Influx of Cash
July 17, 2024
If you’re lucky, you may wonder what to do with that big tech annual bonus. Here are a few considerations.
3 Signs You Need a Financial Advisor
July 8, 2024
Has your financial situation gotten more complex recently? You might need a financial advisor. Read on to learn the other signs it’s time.
Becoming a Landlord: 8 Tips for Property Owners
June 11, 2024
Here list of tips to help property owners navigate turning their home into a rental and becoming a landlord.
7 Considerations for Caregivers of Elderly Parents
May 27, 2024
Many of us have reached an age where caring for our elderly parents is top of mind. Here are 7 considerations.
3 Strategic Ways to Save Money for Your Child’s Future
March 25, 2024
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.
Selling Stocks? What to Know Before Selling Company Shares
March 7, 2024
When selling company stock, it is essential to be aware of factors including tax implications, company rules, and regulatory requirements.
6 Strategies to Diversify Stock Compensation or Options
February 22, 2024
Company about to go public? Managing your stock compensation or options to mitigate high tax impact requires strategic planning and careful consideration.
4 Small Business Considerations
February 9, 2024
From taxes to other planning, there are a number of things small businesses can do for better financial security and peace of mind.
Pacaso Deep Dive: The Pros and Cons of Fractional Ownership
January 11, 2024
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.
5 Essential Financial Moves to Make at the Start of a New Year
December 29, 2023
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.
From Corporate Culture to Startup Salaries
July 25, 2023
What to consider before leaving a corporate job for a consulting gig or small business opportunity.
Going Green: the Financial Gains of a Sustainable Home
July 18, 2023
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 just good for you, your family and the planet, it’s good for your long term cash flow and expenses. Find out how to save the planet and some money.
An Agile Approach to Financial Health
July 6, 2023
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 need to realize habits and behaviors that promote financial wellness and build the resources and wealth for more security, control and life satisfaction.