John Siegel, CFP®, EA

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

How Waiting 15 Days to Retire May Save You Thousands in Taxes on Your BRP Payouts

I was recently working with a Shell executive client, let’s call her Lynn, who had been putting in long hours on a challenging assignment and was ready to retire by September 30, 2025. I worked with...
September 30, 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