By Blaine Thiederman MBA, CFP Date: 08/18/2022 Disclosure: Before reading this, don’t see this as anything more than financial education. This is not a recommendation of any strategy and before you take action on your ISOs, consult a tax professional or a financial planner that is your financial planner. We are not your financial planner […]
ISOs
How Mindfulness Can Help You Control Impulse Spending
How Mindfulness Can Help You Control Impulse Spending
By Blaine Thiederman MBA, CFP | 08/12/2022 Key Points Mindfulness, or the practice of being fully present in the moment and aware of your surroundings, might bring to mind a yoga class or a meditation app. But it can actually be applied to many aspects of your life, including your finances — and can be particularly helpful when it comes to how you spend money. Here’s our founder’s take on the importance of […]
A Comprehensive Explanation of Incentive Stock Options (ISOs) and How To Get More Out Of Them
A Comprehensive Explanation of Incentive Stock Options (ISOs) and How To Get More Out Of Them
Key Points 03/13/2023 By Blaine Thiederman MBA, CFP Founder and Principal Financial Advisor, Progress Wealth Management Introduction Stock options are a common form of equity compensation offered by many companies, particularly in the tech industry. Incentive stock options (ISOs) are one type of stock option offered by companies as a part of their compensation package. […]
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 […]
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 […]