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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...
Why Now Is the Time for Donor-Advised Funds Before 2026 Tax Changes Hit
by John Siegel, CFP®, EA
November 25, 2025
End Of Year Financial Planning Checklist for BP Professionals
by John Siegel, CFP®, EA
November 21, 2025
401(k) Contribution Limits & How to Max Out the BP ESP (Employee Savings Plan)
by John Siegel, CFP®, EA
November 13, 2025
Estate Planning Essentials, Documents & Common Mistakes
by John Siegel, CFP®, EA
September 29, 2025
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
5 Opportunities for Your BP Annual Cash Bonus
by John Siegel, CFP®, EA
January 23, 2025

