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Progress Wealth Management

Progress Wealth Management

Financial Planning For Tech Professionals

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financial 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

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

Advisor vs Consultant: Financial Expertise Compared

Advisor vs Consultant: Financial Expertise Compared

April 21, 2023 by Blaine Thiederman

Key Points Introduction Are you making the most of your financial future? Do you have a solid plan in place to achieve your financial goals and ensure long-term stability? If not, it may be time to seek expert advice from a financial professional. The world of finance can be complex and overwhelming, but with the […]

Filed Under: Budgeting, Financial Planning Tagged With: arvada, denver, fiduciary duty, financial advisor, financial consultant, financial credentials, financial goals, Financial Planning, financial products, financial regulation, investment advisor, portfolio management

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

June 29, 2022 by Blaine Thiederman

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 […]

Filed Under: Behavioral Finance, Budgeting, fee only advisor, Financial Planning, Personal Finance, Retirement Planning Tagged With: backdoor roth conversion, financial goals, high earning, ISOs, long term financial goals, policygenius.com, progress wealth management, quotacy.com, Roth IRA, short term financial goals

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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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