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Startup Equity & Vesting: What You Need To Know

Startup Equity & Vesting: What You Need To Know

March 20, 2023 by Malshik Malshik

Introduction As a startup founder or employee, equity vesting is a crucial concept to understand in order to ensure the long-term success of your company. In this comprehensive blog post, we will define equity vesting, discuss its importance in the context of startups, and explore key terms and concepts related to equity vesting. Equity Vesting […]

Filed Under: Equity Compensation Tagged With: Employer Equity, Employer Equity Compensation, equity, equity compensation, Financial Planning, how does equity compensation work, how to invest, ISOs, progress wealth management, short-term goals, vested equity startup

How To Defer Taxes On Your RSUs

How to Defer Taxes On Your Restricted Stock Units

How to Defer Taxes On Your Restricted Stock Units

March 16, 2023 by Progress Wealth Management

Introduction to How To Defer Taxes on RSUs If you are a key employee in a corporation, you may have been awarded restricted stock units (RSUs) as part of your compensation package. RSUs are a form of equity compensation that can be valuable but also complex when it comes to tax planning. As an expert […]

Filed Under: Uncategorized Tagged With: Employer Equity, Employer Equity Compensation, equity, equity compensation, how does equity compensation work, ISOs, progress wealth management, short-term goals

Someone typing on their computer about the differences between mutual funds and etfs

Maximizing Your Potential Profits: Understanding Early Exercise of Stock Options in Startups

Maximizing Your Potential Profits: Understanding Early Exercise of Stock Options in Startups

March 9, 2023 by Progress Wealth Management

If you’re an employee at a startup, you may be offered stock options as part of your compensation package. These stock options can be a valuable source of income, but only if you understand how they work and when to exercise them. One strategy for maximizing the potential profits from your stock options is to […]

Filed Under: Uncategorized Tagged With: arvada colorado, denver colorado, equity compensation, Financial Planning, how to invest, ISOs, progress wealth management, What are ISOs

Financial advisor vs financial consultant; what’s the difference and which is better for you?

Financial advisor vs financial consultant; what’s the difference and which is better for you?

February 1, 2023 by Progress Wealth Management

Key Points Introduction Deciding which financial professional to work with can be a daunting task. It’s important to understand the different types of services they offer and how they can help you reach your financial goals. One of the most common questions people have is whether to work with a financial advisor or a financial […]

Filed Under: fee only advisor, Financial Planning, Investing, Personal Finance, Retirement Panning, Retirement Planning Tagged With: arvada, arvada colorado, denver, denver colorado, financial advisor in denver, financial advisors in arvada, financial advisors in denver, Financial Planning, progress wealth management

How To Defer Taxes On Your RSUs

The Comprehensive Guide To RSU Vesting Schedules for Etrade RSUs

The Comprehensive Guide To RSU Vesting Schedules for Etrade RSUs

January 27, 2023 by Progress Wealth Management

Restricted performance stock is a type of equity compensation that is granted to employees as a form of incentive or compensation. It is typically subject to certain restrictions, such as a vesting schedule or performance conditions, before the employee can fully exercise their rights to the stock. If your company gave you RSUs as part […]

Filed Under: Amazon, Equity Compensation, Facebook, Financial Planning, Investing, Salary Negotiation Tagged With: arvada colorado, denver colorado, equity compensation, How to use RSUs, ISOs, progress wealth management, RSU, RSUs

The Comprehensive Guide To Your Amazon 401k | Progress Wealth Management

The Comprehensive Guide To Your Amazon 401k | Progress Wealth Management

January 26, 2023 by Progress Wealth Management

Are you employed by Amazon and considering contributing to your Amazon 401k plan? If you want a comfortable retirement, you should probably consider it. You’ll be pleased to know that Amazon offers one of the best 401K plans around. The Amazon 401K is comprehensive and offers many low-cost investment options, a self-directed brokerage option, catch-up […]

Filed Under: Amazon, Equity Compensation, Investing, Retirement Planning Tagged With: amazon, arvada colorado, denver colorado, equity compensation, ISOs, progress wealth management

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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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