John Siegel, CFP®, EA

John Siegel, CFP®, EA
SR. WEALTH MANAGER
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Recent Posts

How to Evaluate BP Disability Insurance Costs & How Much You Need

It's that time of year again — BP's benefit election time. While Open Enrollment isn't quite as exciting as the holidays or the New Year, it's likely more important than you realize. Before you get...
March 18, 2025

Can My Unused Vacation Time Affect My Retirement?

March 13, 2025

What You Need to Know About Employee Stock Purchase Plans

March 13, 2025

End Of Year Financial Planning Checklist for BP Professionals

January 23, 2025

5 Opportunities for Your BP Annual Cash Bonus

January 23, 2025

Understanding Non-Qualified Retirement Plans at BP: ECP & EBP

January 23, 2025

Considering a Backdoor Roth Contribution? Don’t Forget Form 8606!

January 23, 2025

Tax-Efficient Retirement Savings Opportunities for BP‌ Employees

January 17, 2025