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What Does It Means To Be A Fee-Only Advisor & Why Is It Better?

November 4, 2022 by Progress Wealth Management

Key Points Introduction Financial planning is a process that helps you manage your money so that you can achieve your financial goals. There are different types of financial planning, but fee-only financial planning is a type of planning that is becoming increasingly popular. So, what is fee-only financial planning? And how is it different from […]

Filed Under: fee only advisor, Financial Planning, Personal Finance, Retirement Planning Tagged With: arvada, arvada colorado, denver colorado, fee only advisor, fee-only financial advisor, Financial Planning, progress wealth management

Top 5 Things To Look For When Interviewing Financial Advisors in Denver, Colorado

October 2, 2022 by Progress Wealth Management

Key points Introduction When it comes to planning for retirement, there are a lot of important factors to consider. You need to think about how much money you’ll need to have saved when you want to retire, how to plan for Medicare, when to take Social Security, and know what kind of lifestyle you want to maintain […]

Filed Under: Financial Planning, Uncategorized Tagged With: arvada, certified financial planner, CFPs in arvada, colorado, denver, financial advisor in denver, financial advisors, financial advisors in colorado, financial advisors in denver, investments, medicare, retirement planners, retirement planners in arvada, Taxes

Understanding Beneficiary Designations: Per Stirpes and Per Capita

May 28, 2023 by Blaine Thiederman

Introduction to Beneficiary Designations Beneficiary designations play a crucial role in estate planning, ensuring that your assets are distributed according to your wishes after your passing. By designating beneficiaries, you can bypass the lengthy and costly probate process, allowing for a smoother transition of your wealth. However, it is essential to understand the different types […]

Filed Under: Financial Planning Tagged With: beneficiary designations, distribution methods, estate planning, family dynamics, Financial Planning, legal considerations, per capita, per stirpes, professional advice, progress wealth management, tax implications

Should I Participate in My Company’s Employee Stock Purchase Plan?

May 27, 2023 by Blaine Thiederman

Introduction Employee Stock Purchase Plans (ESPPs) are a powerful tool that many companies offer to their employees, providing them with an opportunity to become shareholders and potentially reap the rewards of their company’s success. By participating in an ESPP, employees can purchase company stock at a discounted price, often through payroll deductions. This article aims […]

Filed Under: Financial Planning Tagged With: contribution amounts, decision-making, diversification, Employee Stock Purchase Plan, ESPP, financial goals, financial obligations, Financial Planning, financial stability, investment, progress wealth management, risks

Intel Employee Benefits

May 25, 2023 by Blaine Thiederman

Introduction Intel is a globally recognized technology company that specializes in the design and manufacturing of advanced semiconductor chips. With a rich history spanning several decades, Intel has established itself as a leader in the industry, powering innovative solutions across various sectors. One key factor contributing to Intel’s success is its commitment to providing exceptional […]

Filed Under: Intel Tagged With: employee satisfaction, employee well-being, health insurance, Intel employee benefits, on-site facilities, retirement plans

ByteDance Employee Benefits

May 24, 2023 by Blaine Thiederman

Introduction ByteDance, a global technology company founded in 2012, has swiftly emerged as one of the industry’s leading players, captivating millions of users with its innovative platforms and applications. Known for its flagship product TikTok, ByteDance has successfully established itself as a prominent force in the social media and content creation space. However, beyond its […]

Filed Under: ByteDance Tagged With: attracting top talent, ByteDance, competitive salaries, employee benefits, health and wellness programs, positive work environment, professional development opportunities, progress wealth management, work-life balance initiatives

Oracle Employee Benefits

May 23, 2023 by Blaine Thiederman

Introduction Oracle, a global technology company known for its innovative solutions and cutting-edge software, has established itself as a leader in the tech industry. With its commitment to driving excellence and fostering a culture of growth and collaboration, Oracle understands the significance of attracting and retaining top talent in today’s competitive marketplace. One crucial aspect […]

Filed Under: Oracle Tagged With: employee benefits program, financial perks, health and wellness benefits, industry standards, job satisfaction, Oracle, Retention, retirement benefits

Capital One Employee Benefits

May 22, 2023 by Blaine Thiederman

Introduction Employee benefits play a crucial role in attracting and retaining top talent in today’s competitive job market. They serve as a powerful tool for companies to demonstrate their commitment to the well-being and satisfaction of their employees. Capital One, a leading financial institution, understands the significance of offering comprehensive employee benefits that go beyond […]

Filed Under: Capital One Tagged With: Capital One, comprehensive benefits, employee benefits, employee well-being, health insurance, job satisfaction, retirement plans, work-life balance

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Progress Wealth Management • email us at blaine@progresswealthmanagement.com• Meet us at 12183 West 57th Ln Arvada, Colorado, United States of America 80002 • Hours Of Operation: 7AM - 7PM, Monday through Friday • Blaine Thiederman MBA, CFP®
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