• 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
  • Pricing
  • Our Process & Strategy
  • Who We Help
    • Mid-Late Career Tech Professionals
    • C-Level Executives In Tech & Engineering
    • Founders of Tech Startups
    • 1099 Professionals
    • Retirees
    • S-Corp Business Owners
  • Problems We Solve
    • Equity Compensation Planning
    • Cash Flow Planning
    • Salary Negotiation & Offer Evaluation
    • Tax Optimization Strategies
    • Investment Portfolio Optimization
    • Financial Education and Empowerment
    • Financial Goal Setting and Tracking
    • Retirement Planning for Tech Professionals
  • Tools & Resources
    • Insights
      • Amazon
      • Salesforce
      • Oracle
      • Retirement Planning
      • Blog
    • Tax Planning Whitepaper
    • Retirement Planning Whitepaper
    • Retirement Planning Calculator
    • Retirement Budgeting Calculator
    • Budgeting Calculator
    • Key Principles Of Investing Success
  • Talk To An Advisor

budgeting

Blog

budgeting

Unhooked Spending: A Pathway to Financial Freedom

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

PITI: Principal, Interest, Taxes, Insurance

PITI: Principal, Interest, Taxes, Insurance

June 19, 2023 by Blaine Thiederman

Key Points Introduction PITI, which stands for Principal, Interest, Taxes, and Insurance, is a fundamental concept that every homebuyer should understand. It represents the key components of a mortgage payment and encompasses the various financial responsibilities associated with homeownership. By comprehending PITI, homebuyers can make informed decisions, effectively budget their finances, and ensure a smooth […]

Filed Under: Financial Planning, Tax Planning Tagged With: budgeting, calculating payments, financial management, Financial Planning, Insurance, insurance coverage, Interest, mortgage payments, PITI, Principal, Taxes

Cash

Managing Your Finances: 12 Tips for Sticking to Your Budgeting Plan

Managing Your Finances: 12 Tips for Sticking to Your Budgeting Plan

April 19, 2023 by Progress Wealth Management

By James Wilson Image Source Managing your Finances: 12 Tips for Sticking to Your Budgeting Plan Managing your finances is a necessary aspect of your life that requires mindful planning, diligence, and discipline. A budgeting plan is an effective tool that can help you achieve financial stability and reach your financial goals.  That said, it’s […]

Filed Under: Budgeting Tagged With: arvada budgeting, budgeting, create a budget, how to make a budget

Amazon RSU Vesting Schedule

What is Amazon’s RSU Vesting Schedule? | How are Amazon RSUs taxed?

What is Amazon’s RSU Vesting Schedule? | How are Amazon RSUs taxed?

January 10, 2023 by Progress Wealth Management

Key Points Introduction Amazon RSUs, or restricted stock units, are a type of equity compensation offered by Amazon. This type of compensation option is popular among tech startups that use it to attract and retain talent. For employees receiving RSUs through Amazon, understanding the vesting schedule and tax implications is essential. In this article, we […]

Filed Under: Amazon, Equity Compensation, Tax Planning Tagged With: amazon, arvada, arvada colorado, budgeting, denver, denver colorado, Financial Planning, How to use RSUs, ISOs, progress wealth management, RSU, RSUs

Man stacking money - after receiving the Alternative Minimum Tax Credit (AMT TAX CREDIT)

Qualified Dividends: here’s how they work and how they’re different from other dividends 

Qualified Dividends: here’s how they work and how they’re different from other dividends 

November 6, 2022 by Progress Wealth Management

Key Points Introduction If you’re reading this article, you probably are wondering “What is a qualified dividend?” and “How do qualified dividends work?”. Qualified dividends are a type of investment income that you’re paid from a dividend-paying stock. What makes them unique is, they’re subject to special tax treatment (typically lower tax rates). If you […]

Filed Under: Investing, Personal Finance, Qualified Dividends, Retirement Planning Tagged With: arvada, arvada colorado, budgeting, denver colorado, dividend what is, Financial Planning, progress wealth management, qualified dividends, what is dividend math, what is dividend record date, what is qualified dividend

progress wealth management small business financial planning

The Top 5 Things You Can Do To Prepare To Smash Your Financial Goals in 2023

The Top 5 Things You Can Do To Prepare To Smash Your Financial Goals in 2023

October 27, 2022 by Progress Wealth Management

Key Points Introduction It’s nearing the end of 2022 and it’s time to start thinking about your financial goals for next year. Whether you’re hoping to save more money, pay off credit card debt, or invest for your financial future, there are some vital things you can do to set yourself up for success. In […]

Filed Under: Uncategorized Tagged With: arvada, arvada colorado, budgeting, denver, denver colorado, how to get ahead financially, how to invest, how to make a budget, long term financial, long-term financial goals, progress wealth management, short term financial goals, short-term financial goals, short-term goals

  • Go to page 1
  • Go to page 2
  • Go to page 3
  • Go to page 4
  • 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