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Progress Wealth Management

Progress Wealth Management

Financial Planning For Tech Professionals

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Financial Planning

Blog

Financial Planning

How to Be an Executor of a Parent’s Estate: A Practical Guide

How to Be an Executor of a Parent’s Estate: A Practical Guide

August 25, 2023 by Progress Wealth Management

Introduction Losing a parent is hopefully the worst thing that’ll ever happen to you. But amidst the grief, there’s a practical aspect that needs attention: managing the estate. If you’ve been named the executor, you have a significant responsibility ahead & unfortunately, it only these times harder on you. This guide will walk you through […]

Filed Under: fee only advisor, Financial Planning Tagged With: estate planning

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

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

Microsoft RSUs & ESPP

Microsoft RSUs & ESPP

July 12, 2023 by Blaine Thiederman

Introduction Welcome! I’m thrilled to walk you through the landscape of Microsoft’s RSUs (Restricted Stock Units) and ESPP (Employee Stock Purchase Plan). As a financial advisor, it’s my passion to help individuals, like you, understand these concepts and how they can significantly impact your wealth creation journey. If you are a Microsoft employee or planning […]

Filed Under: Financial Planning, Microsoft Tagged With: Capital gains, Employee Stock Purchase Plan, ESPP, financial advisor, Financial Planning, Microsoft employees, Microsoft RSUs, Microsoft's Deferred Compensation Plan, net worth, Stock price, tax implications, tax liability, vesting period, vesting schedule

How to Master a Household Budget

How to Master a Household Budget

July 7, 2023 by Blaine Thiederman

Introduction Mastering a household budget is a crucial skill that can have a profound impact on your financial well-being. By taking control of your finances and understanding where your money is going, you can make informed decisions, achieve your financial goals, and experience a greater sense of peace of mind. Key Points In the following […]

Filed Under: Financial Planning Tagged With: assess financial situation, budget plan, emergency fund, financial control, financial security, household budget, pay off debts, peace of mind, professional advice, save for the future, set goals

Financial Portfolios & How to Build Them

Financial Portfolios & How to Build Them

July 6, 2023 by Blaine Thiederman

Disclosure: This isn’t financial advice. This is purely financial education. Do not take action on this without speaking with a licensed financial advisor. Introduction Welcome to the world of financial planning and investment! If you’re just beginning your journey, or even if you’re a seasoned investor, the essence of successful investing is a well-structured financial […]

Filed Under: Financial Planning Tagged With: asset allocation, bonds, diversification, ETFS, financial advisors, financial goals, Financial portfolio, index funds, investment strategy, Mutual Funds, portfolio management, progress wealth management, real estate, retirement accounts, risk tolerance, stocks

Guy who isn't stressed because he focused on his anti-goals

Anti-Financial Planning; a New Paradigm

Anti-Financial Planning; a New Paradigm

July 6, 2023 by Progress Wealth Management

We all know the typical drill when it comes to financial planning: set your goals, create a plan, and stick to it. But what if I told you there’s a different approach that might resonate better with you, especially if traditional goal-setting hasn’t worked out so well in the past? Enter the world of “anti-goals.” […]

Filed Under: Behavioral Finance, fee only advisor, Financial Behavior, Financial Planning, Uncategorized Tagged With: arvada colorado, Financial Planning, progress wealth management

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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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