John Siegel, CFP®, EA

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

Navigating Shell Disability Insurance Coverage During Open Enrollment

Every fall, we hear the same concerns from Shell employees about their annual open enrollment period – with so many election options to choose from, how can you know if you’ve chosen the right...
October 14, 2025

Estate Planning Essentials, Documents & Common Mistakes

September 29, 2025

Why Optimizing Your BP Pension Comes Down to Timing

June 19, 2025

BP 401(K) Changes Impacting the Company Match

June 12, 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