Northern Financial Advisors, Inc.

A Pocket Full of Quarters

Quarterly Capsules

2006

Spring-2006 Capsule

  • All in the Family - News about your Northern Team
  • Northern News Bits
  • Your Money:  The Medicare Drug Plan
  • Goal Setting:  What's the Importance of Money to You?
  • Volatile Markets:   What you Need to Know Now
  • Late Breaking News
Spring-2006 Financial Focus

  • Dealing with Deprivation Anxiety (Part 3) The Later Years
  • Media Hype
  • Two Ways to Save on Energy Costs
  • Ask An Advisor: Retiring Early

2005

Fall 2005 Capsule

  • All in the Family - News about your Northern Team
  • News Bits
  • Your Investment Strategies Appointment:  Everything you wanted to Know about Commissions, Fees and Expense Charges
  • Rising Oil Prices and a New Energy Bill
  • Your Investment Strategies Appointment:  Northern Advisors Approvedto offer Dimensional Fund dvisorsMutual Funds
Fall 2005 Financial Focus

  • Think Twice about Investing in your Child's name
  • Dealing With Deprivation Anxiety
  • Five Key Strategies for Investment Success
  • Ask An Advisor: The Insurance Climate has Changed
Summer 2005 Capsule
  • All in the Family - News about your Northern Team
  • News Bits
  • Opperations & Innovations: Processes take Front Row - Center
  • Rising Interest Rates - What does it Mean for You?
  • Buzzword... Stagflation
  • How Much Equity Should you have in Your House?
Summer 2005 Financial Focus
  • Inheriting IRAs can be Tricky
  • Tips for College Graduates
  • Real People and Risk
  • Ask An Advisor: Is a Vacation Home a Good Investment?
Spring 2005 Financial Focus
  • Should You Take a Loan From Your 401(K) Plan?
  • The Big Lie
  • Mortgages: What You Don’t Know Can Cost You
  • Ask an Advisor: is Tax Planning for me?
Spring 2005 Wall Street Journal Insert
  • Tips for College Graduates

2004

Winter 2004 Capsule

  • A Holiday Message from Our President
  • All in the Family - News About Your Northern Team
  • News Bits
  • Opperations & Innovations: Virtual Appointments
  • 2004 Tax Law Changes - A Major Tax Law
  • Your Investment Strategies Appointment - Part 4 Implimentation a& Monitoring
  • Tax Season Ahead - The Preview
  • Introducing Yodlee - A Special Retainer Service
Winter 2004 Financial Focus

  • Put Your Gratitude Into Action!
  • Health Savings Accounts
  • The Future Of Social Security
  • Ask An Advisor: Is Tax Planning for Me?
Summer 2004 Capsule

  • All in the Family - News About Your Northern Team
  • Opperations & Innovations: Portfolio Updates
  • Our Summer Client Appreciation Event Green Field Village
  • Your Investment Strategies Appointment - Part 3 Strategies vs Tactics
  • The Virtual Appointment Introducing "GoToMyPC.com"
  • Introducing Yodlee - A Special Retainer Service
Summer 2004 Financial Focus

  • Functional Asset Allocation: Equity Assets
  • The Right Financial Foot
  • Ask An Advisor: How Will Rising Interest Rates Affect My Investments

Spring 2004 Capsule

  • All in the Family - What’s Going on at Northern Financial
  • Odds and Ends
  • Our Retreat: Declarations. Requests, Promises, Assements and  Assertions
  • Support of a Different Sort
  • New Premium Client Support Options
  • Tax Operations - 2004
  • The New Tax Act and You
Spring 2004 Financial Focus

  • Do More in 2004
  • Life’s Suprises
  • Interest Earning Assets
  • Ask An Advisor: Tips for saving Money When Buying or Selling a Car

2003

Winter 2003 Capsule

  • Announcements and Updates - What’s Going on at Northern Financial
  • Odds and Ends
  • Our Retreat: Declarations, Requests, Promises, Assessments and Assertions
  • Quandries and Financial Planning Mysteries
  • The Fuss about the Funds
Summer 2003 Capsule

  • Announcements and Updates - What’s Going on at Northern Financial
  • Tax Operations Dubbed a Success by All
  • New Initiatives
    • Investment Operations and Policy Review
    • Virtual Office
Summer 2003 Insert

  • What Nobody’s Told You About College Savings Plans
  • Real Estate as an Investment
  • What’s the Right College for your Child?
  • Ask An Advisor: The Best Deals on College Loans

2002

Fall 2002 Capsule

  • The New Company - Faces Old (Or At Least Familiar) And Faces New
  • Tax Appointment Requests Being Accepted
  • Keogh Conversion - Is This Simple Or Just A SEP?
  • New Client Benefit: Earn College Tuition Credits Just Because You’re A Northern Financial Client
  • Client Parties Moved Into January - We’re Not Deferring Income Into The New Year!
Fall 2002 Insert

  • Becoming a Fearless Accumulator for Retirement
  • Countdown to Retirement
  • Tax Law Changes Benefit Public Employees
  • Ask An Advisor: Retiring Early
Summer 2002 Capsule

  • Estate Planning Issues: Beneficiary Designations
  • Drive A Better Bargian
  • Before you Invest
  • Ask An Advisor