John Siegel, CFP®, EA

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

Why Optimizing Your BP Pension Comes Down to Timing

After decades of hard work, your retirement is just around the corner. The next few months require thoughtful planning and decisions that can affect your long-term financial future. This new chapter...
June 19, 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

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

January 23, 2025