Northern Lakes Financial Group

09/02/2026

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

09/01/2026

Concerned about identity theft? Some things to leave at home.

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

09/01/2026

Medicare and Social Security in 2026: Why Timing Matters For many people, retirement planning starts with a familiar number: 65. It is the age we have long associated with retirement, Medicare, and Social Security. But today, those...

08/29/2026

Fall is a natural financial check-in point as the holidays approach and tax season gets closer.

This time of year often brings a clearer picture of year-to-date income, spending, and charitable giving—plus upcoming deadlines and forms.

A quick look back now can make year-end feel less rushed later.

08/28/2026

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

08/27/2026

Before retirement, consider asking yourself:

1) What will my “must-pay” monthly expenses be, and which costs may change?
2) How do I want to spend my time in retirement—and what might those plans cost?
3) What risks could affect my income later (health, inflation, taxes), and how would I respond?

08/26/2026

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

08/25/2026

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

An article about meditation, mindfulness, and financial well-being.

08/24/2026

College savings is one way families show support across generations.

Over time, small contributions may add up into money set aside for future education costs like tuition, books, or fees.

For many families, it’s less about the dollar amount and more about creating options—and saying, “I’m in your corner.”

08/22/2026

Beneficiary planning describes how certain accounts and policies may transfer directly to the individuals named on the beneficiary form. In many cases, those designations can control the outcome even if a will says something different. Life events (marriage, divorce, births, deaths) can change how those designations align with your intentions.