Should You Buy That Boat?
August 17, 2026
You likely make enough money to afford to buy a boat…the question is, should you?
Why High-Earners and the Ultra-Wealthy Should Consider Financial Advisor-Hosted Family Meetings
August 3, 2026
High levels of wealth can be tricky when it comes to family dynamics — consider financial advisor-hosted meetings.
Estate Planning 101
May 20, 2026
Estate planning helps place assets and medical decisioning in the hands of someone you trust.
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.
Cost Vs. Value: Choosing The Right Credit Card Strategy
March 19, 2026
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
March 6, 2026
Curious about financial considerations for your special needs child?
Airbnb vs. Hotels: What is the Better Value Now?
March 4, 2026
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
February 24, 2026
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
February 13, 2026
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
February 3, 2026
Medical concierge services can fit into your financial health and be a meaningful upgrade to the standard healthcare experience.
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.
Tips to Help Ultra-Wealthy Households Stay Under the Radar in Seattle
January 5, 2026
Many ultra-wealthy households face constant requests for donations and support, so we dive into a few ways to stay under the radar.
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.
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!
Keep Summer Momentum: 5 Tips to Stay Active All Year Round
September 13, 2025
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.
The Future of Car Ownership
August 26, 2025
Let’s take a peek into what the future of car ownership could look like.
Career and Job Change Considerations
August 20, 2025
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.
5 Lessons from Abroad You Can Apply to Your Everyday Life
July 23, 2025
If you’re looking for a few ways to improve your life there are a few lessons we can learn from abroad.
Considerations For Helping Your Parents Move Closer To You
July 16, 2025
Having aging parents move closer can offer real emotional and logistical benefits — let’s explore a few considerations.
How to Cut Back on Device Usage
June 25, 2025
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.
Milestone Moments: A Financial Guide to Your 40s and Beyond
May 23, 2025
Our latest article offers a guide to those financial milestones that, for many of us, hit in our 40s.
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.
What to Know About Golden Visas
April 29, 2025
Looking to move abroad permanently? You may want to consider seeking out a country that offers a golden visa.
Identity Theft: What to Know and How to Protect Yourself and Your Family
April 21, 2025
Have you taken steps to protect yourself and those you love from identity theft? It might be time to safeguard your personal data.
Why Hiring a Personal Assistant Might Be the Best Investment You Make This Year
April 11, 2025
As a high-earning tech executive, hiring a personal assistant can a great way to get some much-needed time back.
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.
3 Planning Considerations for Elderly Parents
March 17, 2025
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.
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.
Upgrade Your Spring Break: How to Financially Justify Creative Travel Plans
February 28, 2025
Yes, you can take a creative spring break trip that fits into your broader financial plans. Learn how.
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.
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.
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.
Making a Case for Budgeting Tools: Why You Should Use Them
August 23, 2024
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.
Camping: The Perfect Summer Activity for Families
August 5, 2024
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.
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.
How to Pay for Home Renovations: The Pros and Cons of Financing Options
July 2, 2024
Considering doing home improvements but wondering how you should pay for it? This article takes a look at the options available.
How to Build Credit History and Improve Your Credit Score
June 25, 2024
A strong credit history is a pillar of financial strength. Learn how to improve, build, and enhance your credit score.
Solar Installation: Is It Worth It?
June 4, 2024
This article explores whether or not solar installation is worth it for those who are thinking of tapping into the power of the sun.
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.
How to Choose Between Private and Public Schools for Your Child
May 16, 2024
Choosing between private and public schools for your child can be challenging, so we’re exploring some top considerations.
3 Steps to Safeguard and Manage Digital Accounts and Assets
May 3, 2024
In the digital landscape, safeguarding digital accounts and assets is key. We’re outlining how to boost the security of your online presence.
Navigating Family Travel: Tips from Experience
April 29, 2024
We asked financial advisor and resident frequent flyer Martin to share some of his best family travel tips.
How to Find Fun Camps and Summer Activities for Kids
April 19, 2024
As parents ourselves we know how important it is to find fun camps and activities for our kids over the summer.
How to Fit Vacations into Your Financial Planning
April 8, 2024
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.
Driving Smart: A 101 on Buying vs. Leasing a New Car
April 1, 2024
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.
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.
Living More Sustainably, For Less
September 13, 2023
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.
Cover Your Quiver – Do I Need Extra Insurance for My Performance Bicycles?
August 6, 2023
Will your homeowner’s policy cover that new road bike? Not likely. Read why and how to protect your precious investment.
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.
Preparing for the Unforeseen: Disability Insurance and Emergency Funds
June 8, 2023
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