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Who We Serve
Chevron
Shell
Corporate Executives
BP
How We Serve You
Our Investment Philosophy
Our Process
Tax Services
Our Fees
Why Us?
About Us
Our Story
Our Team
Careers
Resources
Events
Blog
Library
Contact
Client Portal
Willis Johnson & Associates Blog | Financial Planning and Investment Content
John Siegel, CFP®, EA
SR. WEALTH MANAGER
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Recent Posts
Featured Post:
Stock Market News and Investment Insights for 2025
by Nick Johnson, CFA®, CFP®
August 29, 2025
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Why Optimizing Your BP Pension Comes Down to Timing
by John Siegel, CFP®, EA
June 19, 2025
BP 401(K) Changes Impacting the Company Match
by John Siegel, CFP®, EA
June 12, 2025
Can My Unused Vacation Time Affect My Retirement?
by John Siegel, CFP®, EA
March 13, 2025
What You Need to Know About Employee Stock Purchase Plans
by John Siegel, CFP®, EA
March 13, 2025
BP 401(K) Spillover Consequences: What Happens if You Over Contribute?
by John Siegel, CFP®, EA
February 13, 2025
End Of Year Financial Planning Checklist for BP Professionals
by John Siegel, CFP®, EA
January 23, 2025
5 Opportunities for Your BP Annual Cash Bonus
by John Siegel, CFP®, EA
January 23, 2025
Understanding Non-Qualified Retirement Plans at BP: ECP & EBP
by John Siegel, CFP®, EA
January 23, 2025
5 Things to Know About Shell Performance Shares & Stock Compensation
by John Siegel, CFP®, EA
January 23, 2025
Considering a Backdoor Roth Contribution? Don’t Forget Form 8606!
by John Siegel, CFP®, EA
January 23, 2025
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