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Progress Wealth Management

Progress Wealth Management

Financial Planning For Tech Professionals

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ESPP

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ESPP

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

Unlocking the Potential: Understanding Employee Stock Purchase Plans (ESPP)

Unlocking the Potential: Understanding Employee Stock Purchase Plans (ESPP)

May 30, 2023 by Blaine Thiederman

Key Points Introduction When it comes to financial wellness and building a secure future, one opportunity that often goes overlooked is the Employee Stock Purchase Plan (ESPP). This powerful benefit not only allows employees to become stakeholders in the company they work for but also presents a unique avenue for potential financial growth. In this […]

Filed Under: Financial Planning Tagged With: Employee Stock Purchase Plan, ESPP, financial goals, Financial Planning, maximizing savings, progress wealth management, strategies, success stories, tax implications

Should I Participate in My Company’s Employee Stock Purchase Plan?

Should I Participate in My Company’s Employee Stock Purchase Plan?

May 27, 2023 by Blaine Thiederman

Introduction Employee Stock Purchase Plans (ESPPs) are a powerful tool that many companies offer to their employees, providing them with an opportunity to become shareholders and potentially reap the rewards of their company’s success. By participating in an ESPP, employees can purchase company stock at a discounted price, often through payroll deductions. This article aims […]

Filed Under: Financial Planning Tagged With: contribution amounts, decision-making, diversification, Employee Stock Purchase Plan, ESPP, financial goals, financial obligations, Financial Planning, financial stability, investment, progress wealth management, risks

Microsoft Employee Benefits

Microsoft Employee Benefits

May 5, 2023 by Blaine Thiederman

Introduction As a leading tech company, Microsoft understands that its employees are its greatest asset, and has invested heavily in offering world-class benefits and perks to attract and retain top talent. From comprehensive health insurance options to generous retirement plans, Microsoft’s employee benefits package is designed to support the well-being and financial security of its […]

Filed Under: Microsoft Tagged With: 401(k), College Coach Program, employee benefits, employee perks, ESPP, Financial Planning, Flexible Spending Accounts, Flexible Work Model, health insurance, Legal Plan, Microsoft, parental leave, Reading Room, retirement plans, Severance Packages, stock options, work-life balance

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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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• 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.
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