• Skip to primary navigation
  • Skip to main content
Call: (425) 577-0660 Client LoginSchedule NowContact
Progress Wealth Management

Progress Wealth Management

Financial Planning For Tech Professionals

  • About Us
    • Why We Do What We Do
    • Our Philosophy
    • Meet The Team
    • How We Can Help You Grow
    • An Example Of Our One-Page Plan
  • Pricing
  • Process & Strategy
  • Who We Help
    • Mid-Late Career Professionals
    • Real Estate Agents
    • Business Owners
  • Problems We Solve
    • Exit Planning
    • Cash Flow Planning
    • Tax Optimization Strategies
    • Investment Portfolio Optimization
    • Financial Education and Empowerment
    • Automation & Simplification
    • Retirement Planning
    • Life Insurance
    • Integrated High Yield Banking
  • Tools & Resources
    • Insights
      • Retirement Planning
      • Blog
    • Tax Planning Whitepaper
    • Retirement Planning Whitepaper
    • Retirement Budgeting Calculator
    • Budgeting Calculator
    • Key Principles Of Investing Success
  • Talk To An Advisor

Insights

Blog

Insights

Pre-tax vs. Roth Contributions: A Comprehensive Guide

July 28, 2023 by Progress Wealth Management

As a financial planner, I often encounter questions about the best strategies for retirement savings. One of the most common dilemmas is whether to opt for pre-tax or Roth (after-tax) contributions. This decision can significantly impact your financial future, so let’s delve into the pros and cons of each to help you make an informed […]

Filed Under: Uncategorized

The Value of Financial Planning: A Data-Driven Perspective

July 28, 2023 by Progress Wealth Management

Financial planning is a critical aspect of wealth management, yet its value is often underestimated. This article aims to shed light on the tangible benefits of financial planning, particularly when guided by a financial advisor. We will delve into the behavioral advantages of having a professional manage your finances and the transformative power of financial […]

Filed Under: Uncategorized

Common Misconceptions about Company-Provided Life Insurance: Why Term Life Insurance Might Be a Better Option

July 25, 2023 by Blaine Thiederman

Key Points Introduction Life insurance serves as a vital component of a comprehensive financial plan, offering peace of mind and financial protection for you and your loved ones. However, there’s a prevalent misconception that relying solely on company-provided life insurance is enough to safeguard your family’s future. Let’s debunk this myth and explore why term […]

Filed Under: Financial Planning Tagged With: affordability, company-provided life insurance, continuity, customizable coverage, Financial Planning, informed decision, limitations, progress wealth management, term life insurance

Mastering Your Investments: A Comprehensive Guide for the Analytical Mind

July 24, 2023 by Progress Wealth Management

Introduction In a world with increasing complexities & high inflation, understanding the basics of investing is critical. It’s more than simply putting your money somewhere and waiting for it to grow—it’s a strategic exercise that requires foresight, wisdom, and dedication. If you’re a highly analytical individual with a keen eye for data, this guide will […]

Filed Under: Uncategorized

Unhooked Spending: A Pathway to Financial Freedom

July 22, 2023 by Blaine Thiederman

Key Points In the midst of a bustling life, juggling demanding work hours, hobbies, and family time, a sudden realization may hit you like a bolt out of the blue: your money has wings. Despite a comfortable income, your savings don’t reflect your earnings. Have you ever stopped and wondered why? It boils down to […]

Filed Under: Uncategorized Tagged With: arvada budgeting, budget plan, budgeting, create a budget, household budget, how to make a budget

Amazon Stock Split

July 12, 2023 by Blaine Thiederman

Introduction Hello everyone, I’m excited to share some insights on a topic that’s been making waves in the finance world recently – the Amazon Stock Split. As a financial planner, it’s thrilling to delve into matters that significantly impact investors, and this stock split is definitely one of them. So, why has this piqued the […]

Filed Under: Amazon Tagged With: 20-for-1 split, amazon, Amazon Web Services, annual growth rate, fractional shares, Gamestop, Google Parent Alphabet, Home Depot, long-term investors, market capitalization, new investors, retail investors, share price, stock split, technology sector

  • « Go to Previous Page
  • Go to page 1
  • Interim pages omitted …
  • Go to page 12
  • Go to page 13
  • Go to page 14
  • Go to page 15
  • Go to page 16
  • Interim pages omitted …
  • Go to page 46
  • Go to Next Page »

Copyright © 2023 · All Rights Reserved.
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®
[READ Privacy Policy] •
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Progress Wealth Management and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Progress Wealth Management an Investment Advisor in the State of Colorado. Being registered as an investment adviser does not imply a certain level of skill or training.
• Progress Wealth Management is not affiliated with or endorsed by the Social Security Administration or any other government agency.
• Securities offered through Charles Schwab & CO and Altruist Financial LLC, Member FINRA/SIPC. Progress Wealth Management Charles Schwab & CO and Altruist financial, LLC are separate entities, independently operated. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Colorado or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
[Website Design]

  • Homepage
  • Privacy Policy
  • Media Contacts and Resources
  • Business Continuity
  • Legal Information
  • Disclosures
  • Forms Center
  • FAQS
  • Locations Served