Recent Posts
Featured Post:
How Mega Backdoor Roth Contributions Can Boost Your Retirement Savings
When thinking about retirement, a few essential to-dos come to mind as you work toward financial independence to ensure you're on track. If you're checking your investment allocations and managing...
End Of Year Financial Planning Checklist for BP Professionals
by John Siegel, CFP®, EA
October 16, 2024
Understanding Non-Qualified Retirement Plans at BP: ECP & EBP
by John Siegel, CFP®, EA
July 01, 2024
Why Optimizing Your BP Pension Comes Down to Timing
by John Siegel, CFP®, EA
May 15, 2024
Tax-Efficient Retirement Savings Opportunities for BP Employees
by John Siegel, CFP®, EA
May 14, 2024
How to Determine The Best Date for a BP Retirement
by John Siegel, CFP®, EA
March 13, 2024
5 Things to Know About Shell Performance Shares & Stock Compensation
by John Siegel, CFP®, EA
March 12, 2024
5 Opportunities for Your BP Annual Cash Bonus
by John Siegel, CFP®, EA
February 27, 2024
Retirement Planning for BP Professionals: 3 Mistakes to Avoid
by John Siegel, CFP®, EA
February 08, 2024
401(k) Contribution Limits & How to Max Out the BP Employee Savings Plan (ESP)
by John Siegel, CFP®, EA
November 10, 2023
BP Pension Crediting: How It Works & When You Should Take or Defer It
by John Siegel, CFP®, EA
June 13, 2023