John Siegel, CFP®, EA

John Siegel, CFP®, EA
WEALTH MANAGER
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Recent Posts

Shell Retirement Planning & Essential Mistakes to Avoid

After a long career at Shell, several imperative considerations and decisions about your benefits, savings, and investments impact what’s available to you in retirement and what you'll face in taxes....
August 05, 2022

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

July 25, 2022

Why Optimizing Your BP Pension Comes Down to Timing

May 16, 2022

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

May 02, 2022

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

February 14, 2022

BP Pension (RAP) Decisions to Make Long Before Retirement

October 26, 2021

How to Choose The Best State to Retire In

May 10, 2021

Marathon Oil Employees Can Save MORE in the Thrift Plan 401(K)

December 06, 2019