John Siegel, CFP®, EA

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

Why Now Is the Time for Donor-Advised Funds Before 2026 Tax Changes Hit

High-income families and philanthropic investors are increasingly turning todonor-advised funds (DAFs)tosupport the causes they care about, while also reducing taxes. DAFs enable donors to contribute...
November 25, 2025

End Of Year Financial Planning Checklist for BP Professionals

November 21, 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

5 Opportunities for Your BP Annual Cash Bonus

January 23, 2025