Why Tax Planning Shouldn’t Be a Once-a-Year Event
August 27, 2026
Learn how year-round tax planning can help high-earning tech professionals make sound financial decisions.
5 Questions to Ask About a 529 if Your Child Doesn’t Want to Go to College
August 12, 2026
Wondering what to do with a 529 if your child isn’t planning on the traditional college route?
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.
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.
Estate Planning 101
May 20, 2026
Estate planning helps place assets and medical decisioning in the hands of someone you trust.
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.
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.
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.
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.
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.
11 Common Types of Trusts and How They Work
September 19, 2025
Curious about different kinds of trusts and how they work? This article explores 11 of the most common types.
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.
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.
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.
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.
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.
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).
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.
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.
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.
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.
The Advantages of College Admissions Consultants
December 14, 2023
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.
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.
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.
Understanding Social Security
October 31, 2020
How to ace one of your biggest financial decisions Social security is one of the finest achievements of the US government in the 20th century.