Skip to content
Articles related to

Personal finance

Check
Navigate to undefined
Markets

How to Invest with Less Bias

Keep common investment biases from impacting results.

Check
Navigate to undefined
Trends & Strategies

Preparing for IPO-Generated Wealth:Your Questions Answered

Learn how your company’s IPO may affect your financial plan.

Check
Navigate to undefined
Trends & Strategies

2021 College-Bound Checklist: Key Health Care and Financial Decisions

Communication on health decisions is critical for the college-bound.

Check
Navigate to undefined
Money Masterclass

The Well-Prepared Spouse

Gain a complete view of your wealth, goals and intentions.

Check
Navigate to undefined
Trends & Strategies

Interstate Relocation Checklist

Follow these steps to navigate the financial aspects of your move.

Check
Navigate to undefined
Trends & Strategies

Strategies for Executives: Optimize Your Wealth Plan in 2021

Five strategies to explore in light of this year’s unique dynamics.

Check
Navigate to undefined
Money Masterclass

Taking Flight: Evaluating Your Private Travel Options

Understand when private jet travel makes sense for you.

Check
Navigate to undefined
Money Masterclass

Spending in Retirement: Planning for Withdrawals

Learn how to balance optimal asset allocation with your withdrawal needs.

Check
Navigate to undefined
Trends & Strategies

Executive Year-End Tax Planning: Your Questions Answered

Answers to top questions on 2020 year-end executive tax planning.

Check
Navigate to undefined
Money Masterclass

Research Findings: How Executives Make Wealth Decisions

Research reveals executives’ financial decision making process.

Check
Navigate to undefined
Trends & Strategies

Executive Women Survey: Insights on Finance and Home Life

Women executives share their thoughts on investing and home life.

Check
Navigate to undefined
Money Masterclass

Transitioning from Business Owner to Wealth Owner

Will you able to meet your post-sale cash flow needs?

Check
Navigate to undefined
Trends & Strategies

The Power of Early: The Annual Gift Tax Exclusion

Maximize the benefits of the annual gift tax exclusion.

Check
Navigate to undefined
Money Masterclass

Maximizing Executive Compensation

Navigate the intricacies of your executive compensation.

Check
Navigate to undefined
Money Masterclass

Cash Flow: Planning to Fund Major Purchases

Cash-flow management strategies for the C-suite.

Check
Navigate to undefined
Money Masterclass

Executive Tax Reference Guide

Optimize tax treatment for executive compensation.

Check
Navigate to undefined
Money Masterclass

Personal Risk Management: Protecting What Matters Most

Protect your financial security and well-being.

Check
Navigate to undefined
Money Masterclass

Incorporating Family Well-Being In Your Plan

Prepare your family for challenges they could encounter.

Check
Navigate to undefined
Money Masterclass

Building Your Wealth Management Team

Assemble a team of advisors for the executive journey.

Check
Navigate to undefined
Money Masterclass

Understanding Your Executive Employment Agreement

Learn common characteristics of compensation, restrictions and provisions.

Check
Navigate to undefined
Money Masterclass

How to Relocate Successfully

Consider all aspects of relocation, from health care to tax.

Check
Navigate to undefined
Money Masterclass

Mitigating Concentration Risk Through Diversification

Understand the risks of single stock concentration.

Check
Navigate to undefined
Money Masterclass

Prepare to Navigate Medicare

Find answers to common questions about the benefit.

Check
Navigate to undefined
Money Masterclass

4 Steps to Help You Take Charge of Your Financial Life

Discover key steps for your next financial chapter.

Check
Navigate to undefined
Money Masterclass

Discovering New Possibilities

Learn how one woman moved past worry and is confidently guiding her financial future.

Check
Navigate to undefined
Money Masterclass

Selecting a Financial Advisor

What qualities should wealthy individuals look for in a financial advisor?

Check
Navigate to undefined
Money Masterclass

Solving for Illiquidity in Divorce

Illiquid assets present a significant challenge in high-net-worth divorces.

Check
Navigate to undefined
Trends & Strategies

How Could Tax Changes Impact Corporate Executives?

Director of Executive Services Devin Blackburn on proposals and strategies.

OPTIMIZE YOUR WEALTH PLAN

Guided by The Northern Trust Institute’s evidence-based approach, our advisors can recommend strategies that have proven most effective for clients like you. Request a meeting to begin improving your plan.

ABOUT THE INSTITUTE

The Northern Trust Institute is a collaboration of more than 175 experts who harness insights from real-world client outcomes and equip our clients with advice that is tested, meaningful and timely.