John Siegel, CFP®, EA

John Siegel, CFP®, EA
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...
September 27, 2023

End Of Year Financial Planning Checklist for BP Professionals

September 08, 2023

5 Opportunities for Your BP Annual Cash Bonus

February 14, 2023

Why Optimizing Your BP Pension Comes Down to Timing

October 21, 2022

Retirement Planning for BP Professionals: 3 Mistakes to Avoid

August 31, 2022

5 Ways to Re-Invest BP Stock to Limit Concentration Risk

July 25, 2022

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

May 02, 2022