Should You Buy That Boat?
August 17, 2026
You likely make enough money to afford to buy a boat…the question is, should you?
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.
How Ongoing Wealth Management Can Deliver Better Value Than Hourly Planning
June 10, 2026
Ongoing wealth management can often deliver significantly more value than hourly financial planning over time.
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.
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
3 Financial Considerations for a Special Needs Child
March 6, 2026
Curious about financial considerations for your special needs child?
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.
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.
Simple Tips to Save Time and Get More Out of Your Health Benefits
December 9, 2025
A few small steps now can help you save time and get the most value out of your health benefits.
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.
Are You Getting the Most Out of Your Employee Benefits?
September 24, 2025
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!
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.
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.
3 Tips For A Smoother Transition Into Fall
August 18, 2025
Trying to help your family have a smoother fall transition? Here are a few tips to make this time of year easier.
What’s Missing In Your Wealth Strategy? Why You Need a Financial Advisor To Bridge The Gaps
June 9, 2025
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.
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.
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.
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.
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.
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.
Why Tech Employees Need Disability Insurance
November 27, 2024
For high-earning tech employees, disability insurance can be a wise investment.
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.
Pet Insurance: Should You Invest in It?
September 13, 2024
Northern Lights Advisors’ resident Certified Financial Planner examines the pros and cons of pet insurance and whether it’s worth the investment.
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.
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.
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.
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.
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.
Want a Greener Home? Start with the Basics
November 3, 2023
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.
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.