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 […]
Personal Finance
5 Easy Tips To Help You Improve The Way You Track Your Spending
5 Easy Tips To Help You Improve The Way You Track Your Spending
Key Points Introduction Do you have a budget? Do you find yourself struggling to stick to it? You’re not alone. In fact, a recent study found that only 32% of Americans actually have a budget and stick to it. If you’re looking to get your finances on track, one of the best things you can […]
The Top 20 Beginner Investment Mistakes and How To Avoid Them
The Top 20 Beginner Investment Mistakes and How To Avoid Them
Key Points Introduction Have you ever made an investment mistake? If so, you’re not alone. In fact, even the most experienced investors can make bad investments from time to time. However, as a beginner to investing, it’s important to be aware of the potential mistakes and bad investments you could make so that you can […]
What is Equity-Based Compensation?
What is Equity-Based Compensation?
Key Points Before reading this article, keep in mind that no two financial plans are the same and what you do with your ISOs, ESPP, RSUs (etc) may be completely different than what someone else should do. Also remember that this article is explicitly education and not a recommendation of what you should do. Before […]
The Easy Way To Save For Short Term Goals
The Easy Way To Save For Short Term Goals
Key Points Introduction So many people today struggle to reach both short term and long term financial goals. I don’t blame them, either because they don’t teach this stuff in school and it gets complicated. Figuring out how to overcome debt, how to save to buy a house, how to invest and how to achieve […]
Earn More Money Than You Need? Here are 6 Key Steps You Can Follow To Make The Most of It
Earn More Money Than You Need? Here are 6 Key Steps You Can Follow To Make The Most of It
By Blaine Thiederman MBA, CFP Founder and Principal Advisor, Progress Wealth Management So, you’re part of the lucky few that make well over what they need and you’re not sure what to do with the extra cash? This article will explain how to think about what you should do next with the extra money you […]