Congratulations on your engagement! This exciting chapter isn’t just about planning a wedding; it’s about setting the foundation for your shared life ahead. One of the most crucial aspects of this foundation is financial planning. While it might not be as thrilling as cake tastings or honeymoon planning, it’s arguably more important. So, let’s dive […]
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Investing in Your Child’s Future: A Comprehensive Guide to 529 Plans
Investing in Your Child’s Future: A Comprehensive Guide to 529 Plans
By Blaine Thiederman, Progress Wealth Management June 27, 2023 As parents, we’re perpetually concerned about our children’s futures, especially when it comes to education. Amidst the rising costs of college tuition, finding a viable savings strategy is paramount. Introducing 529 Plans – a tax-advantaged savings vessel designed specifically for educational expenses. This guide delves into […]
Navigating Life After a Liquidity Event: A Guide to Financial Planning and Philanthropy
Navigating Life After a Liquidity Event: A Guide to Financial Planning and Philanthropy
By Blaine Thiederman MBA, CFP, Progress Wealth Management March 23, 2023 Achieving a liquidity event, such as an IPO or acquisition, is a monumental milestone in any entrepreneur’s journey, signifying the culmination of years of dedication and hard work. While this period is undoubtedly thrilling, it also introduces a plethora of new considerations and decisions […]
Unlocking the Potential of Your Company’s ESPP: A Tech Professional’s Guide
Unlocking the Potential of Your Company’s ESPP: A Tech Professional’s Guide
By Blaine Thiederman MBA, CFP Date: February 12th, 2024 In the fast-paced tech sector, savvy financial strategies can make a significant difference in your wealth accumulation journey. One valuable, yet often underutilized, component of many tech professionals’ benefits packages is the Employee Stock Purchase Plan (ESPP). While ESPPs don’t come with the upfront tax advantages […]
Understanding Simple IRAs: A Comprehensive Guide
Understanding Simple IRAs: A Comprehensive Guide
In the landscape of retirement planning, choosing the right savings vehicle can significantly impact your financial future. Among the plethora of options available, the Savings Incentive Match Plan for Employees (Simple) IRA stands out for its simplicity and suitability for small businesses and self-employed individuals. This guide delves into the nuances of Simple IRAs, covering […]
Sustainable Investing: Balancing Profit and Environmental Responsibility
Sustainable Investing: Balancing Profit and Environmental Responsibility
Key Points Exploring the World of ESG (Environmental, Social, and Governance) Investing and Sustainable Finance Trends In the dynamic world of investing, the surge of interest in sustainable investing is more than just a trend; it’s a revolution. This blog post aims to demystify the concept of ESG (Environmental, Social, and Governance) investing, a realm […]