Skip to content
    1. Overview
    2. Alternative Managers
    3. Consultants
    4. Corporations
    5. Family Offices
    6. Financial Advisors
    7. Financial Institutions
    8. Individuals & Families
    9. Insurance Companies
    10. Investment Managers
    11. Nonprofits
    12. Pension Funds
    13. Sovereign Entities
  1. Contact Us
  2. Search
  3. Client Login
Articles related to

Personal finance

  • Check
    Navigate to Money and the Mind
    Money Masterclass

    Money and the Mind

    Stan Treger is using psychology to help others understand “the why” behind their money story.

  • Check
    Navigate to College-Bound Planning: Key Financial and Health Care Decisions
    Money Masterclass

    College-Bound Planning: Key Financial and Health Care Decisions

    Understand key financial and healthcare planning decisions for families of college-bound students.

  • Check
    Navigate to Money & Meaning
    Money Masterclass

    Money & Meaning

    Exploring our complex relationship with wealth.

  • Check
    Navigate to Disability Insurance: Is Your Coverage Enough?
    Trends & Strategies

    Disability Insurance: Is Your Coverage Enough?

    Company plans can leave high-earners with a coverage gap.

  • Check
    Navigate to Charitable Giving in a Down Market
    Trends & Strategies

    Charitable Giving in a Down Market

    Using time, talent, treasure and ties to make an impact.

  • Check
    Navigate to Building Relationships and Wealth Together
    Money Masterclass

    Building Relationships and Wealth Together

    Psychological research on love and prosperity.

  • Check
    Navigate to Funding Education: Know Your Options
    Money Masterclass

    Funding Education: Know Your Options

    Explore your options for funding education.

  • Check
    Navigate to How to Invest with Less Bias
    Markets

    How to Invest with Less Bias

    Keep common investment biases from impacting results.

  • Check
    Navigate to Preparing for IPO-Generated Wealth:Your Questions Answered
    Trends & Strategies

    Preparing for IPO-Generated Wealth:Your Questions Answered

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

  • Check
    Navigate to The Well-Prepared Family
    Money Masterclass

    The Well-Prepared Family

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

  • Check
    Navigate to Interstate Relocation Checklist
    Trends & Strategies

    Interstate Relocation Checklist

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

  • Check
    Navigate to Taking Flight: Evaluating Your Private Travel Options
    Money Masterclass

    Taking Flight: Evaluating Your Private Travel Options

    Understand when private jet travel makes sense for you.

  • Check
    Navigate to Spending in Retirement: Planning for Withdrawals
    Money Masterclass

    Spending in Retirement: Planning for Withdrawals

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

  • Check
    Navigate to Research Findings: How Executives Make Wealth Decisions
    Money Masterclass

    Research Findings: How Executives Make Wealth Decisions

    Research reveals executives’ financial decision making process.

  • Check
    Navigate to Executive Women Survey: Insights on Finance and Home Life
    Trends & Strategies

    Executive Women Survey: Insights on Finance and Home Life

    Women executives share their thoughts on investing and home life.

  • Check
    Navigate to Transitioning from Business Owner to Wealth Owner
    Money Masterclass

    Transitioning from Business Owner to Wealth Owner

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

  • Check
    Navigate to The Power of Early: The Annual Gift Tax Exclusion
    Trends & Strategies

    The Power of Early: The Annual Gift Tax Exclusion

    Maximize the benefits of the annual gift tax exclusion.

  • Check
    Navigate to Maximizing Executive Compensation
    Money Masterclass

    Maximizing Executive Compensation

    Navigate the intricacies of your executive compensation.

  • Check
    Navigate to Cash Flow: Planning to Fund Major Purchases
    Money Masterclass

    Cash Flow: Planning to Fund Major Purchases

    Cash-flow management strategies for the C-suite.

  • Check
    Navigate to Executive Tax Reference Guide
    Money Masterclass

    Executive Tax Reference Guide

    Optimize tax treatment for executive compensation.

  • Check
    Navigate to Personal Risk Management: Protecting What Matters Most
    Money Masterclass

    Personal Risk Management: Protecting What Matters Most

    Protect your financial security and well-being.

  • Check
    Navigate to Incorporating Family Well-Being In Your Plan
    Money Masterclass

    Incorporating Family Well-Being In Your Plan

    Prepare your family for challenges they could encounter.

  • Check
    Navigate to Building Your Wealth Management Team
    Money Masterclass

    Building Your Wealth Management Team

    Assemble a team of advisors for the executive journey.

  • Check
    Navigate to Understanding Your Executive Employment Agreement
    Money Masterclass

    Understanding Your Executive Employment Agreement

    Learn common characteristics of compensation, restrictions and provisions.

  • Check
    Navigate to How to Relocate Successfully
    Money Masterclass

    How to Relocate Successfully

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

  • Check
    Navigate to Mitigating Concentration Risk Through Diversification
    Money Masterclass

    Mitigating Concentration Risk Through Diversification

    Understand the risks of single stock concentration.

  • Check
    Navigate to Prepare to Navigate Medicare
    Money Masterclass

    Prepare to Navigate Medicare

    Find answers to common questions about the benefit.

  • Check
    Navigate to 4 Steps to Help You Take Charge of Your Financial Life
    Money Masterclass

    4 Steps to Help You Take Charge of Your Financial Life

    Discover key steps for your next financial chapter.

  • Check
    Navigate to Secrets of Enterprising Families Podcast
    Money Masterclass

    Secrets of Enterprising Families Podcast

    Nikè Anani and Eric Czepyha share strategies that enterprising families use to navigate pivotal life events.

  • Check
    Navigate to Discovering New Possibilities
    Money Masterclass

    Discovering New Possibilities

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

  • Check
    Navigate to Selecting a Financial Advisor
    Money Masterclass

    Selecting a Financial Advisor

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

  • Check
    Navigate to Solving for Illiquidity in Divorce
    Money Masterclass

    Solving for Illiquidity in Divorce

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

  • Check
    Navigate to A Gift for Today and Tomorrow
    Down Market Opportunities

    A Gift for Today and Tomorrow

    Giving a hands-on lesson in investing.

  • Check
    Navigate to A Family Shares the Value of Education Among Generations
    Down Market Opportunities

    A Family Shares the Value of Education Among Generations

    Jumpstarting education saving with a strategic gift.

PARTNER WITH US

Northern Trust works with high-net-worth individuals and families to optimize the impact of their wealth and legacy. Request a meeting to discuss how we can work together.

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.

Learn More