• 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

Equity Compensation

Blog

Equity Compensation

RSU vs ISO: What's the difference? Picture of tech pros working

Stock Options Vs. RSUs: A Comprehensive Guide to Your Equity Compensation

Stock Options Vs. RSUs: A Comprehensive Guide to Your Equity Compensation

July 3, 2023 by Progress Wealth Management

Key Points The world of equity compensation can be a confusing landscape to navigate. With multiple options such as Employee Stock Options and Restricted Stock Units (RSUs) on the table, it can be a challenge to understand the ins and outs of each. So, let’s delve deeper into these two popular forms of equity compensation […]

Filed Under: Amazon, Apple, Articles, Equity Compensation, Facebook, fee only advisor, Financial Behavior, Financial Planning, Google, Investing, Tax Planning Tagged With: arvada, arvada colorado, denver colorado, equity, equity compensation, equity incentives, Financial Planning, progress wealth management

Understanding NSOs: Qualified vs. Nonqualified Stock Options

Understanding NSOs: Qualified vs. Nonqualified Stock Options

April 25, 2023 by Blaine Thiederman

Key Points Introduction More than ever before, it’s essential for employees to have a solid understanding of stock options, specifically qualified and nonqualified stock options (NSOs). With the rise of startups and private companies, these stock options have become a common form of employee compensation. However, without proper knowledge of how they work, employees can […]

Filed Under: Equity Compensation, Financial Planning, Tax Planning Tagged With: AMT, arvada colorado, clawback provisions, compensation, denver colorado, exercise options, Financial Planning, investment, ISOs, NSOs, private companies, progress wealth management, stock options, tax consequences, W-2 form

Google’s Equity Comp: Stock vs. Salary for Tech Employees

Google’s Equity Comp: Stock vs. Salary for Tech Employees

April 21, 2023 by Blaine Thiederman

Disclosure: while we may have experience working with employees of these companies, in no way are we affiliated with these organizations nor are we endorsed as preferred partners. Including these logos doesn’t prove any level of skill at all; only that our experts have worked with professionals from these organizations and have experience with their […]

Filed Under: Equity Compensation, Google Tagged With: employee retention, equity compensation, Financial Planning, Google, negotiation, progress wealth management, RSUs, salary, stock options, tech industry, total compensation package

Equity Incentives at Stripe: Rewarding Success

Equity Incentives at Stripe: Rewarding Success

April 13, 2023 by Blaine Thiederman

Key Points Introduction Stripe is a rapidly growing payment processing company that has become a major player in the fintech industry. With its innovative technology and dedication to customer satisfaction, Stripe has established itself as a leader in its field. One of the key factors contributing to Stripe’s success is its equity incentive program, which […]

Filed Under: Equity Compensation, Stripe Employee Benefits Tagged With: company growth, employee compensation, equity compensation, equity incentives, Financial Planning, progress wealth management, stock options, Stripe

Equity Compensation Plan: Rewarding Employees

Equity Compensation Plan: Rewarding Employees

April 13, 2023 by Blaine Thiederman

Key Points Introduction As a financial planning expert, I can confidently state that an equity compensation plan is a powerful tool in attracting and retaining top talent. An equity compensation plan refers to a program that offers company shares or other forms of stock options as a form of employee benefits. This type of compensation […]

Filed Under: Equity Compensation, Financial Planning Tagged With: Alternative minimum tax (AMT), employee benefits, equity compensation, Financial Planning, progress wealth management, startup compensation, stock options, tax treatment, vesting

Equity Negotiating: How Startup Can Secure Fair Deals

Equity Negotiating: How Startup Can Secure Fair Deals

April 13, 2023 by Blaine Thiederman

Key Points Introduction Equity negotiating is an essential aspect of any startup, especially for early-stage companies. It enables startups to attract and retain the best talent, while also providing incentives for employees to work harder and more efficiently. Understanding the key terms associated with equity negotiating is crucial to ensure that startups can make informed […]

Filed Under: Equity Compensation, Financial Planning Tagged With: equity compensation, fair market value, Financial Planning, legal advice, progress wealth management, startup, stock options

  • Go to page 1
  • Go to page 2
  • Go to page 3
  • Interim pages omitted …
  • Go to page 7
  • 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