Recent Posts
Featured Post:

Chevron’s Relocation to Houston: What Employees Need to Know
Chevron’s restructuring means big changes for many San Ramon employees. If you’ve received a relocation offer, you’re facing an important decision—move to Houston or consider alternative options....
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
401(k) Contribution Limits & How to Max Out the BP ESP (Employee Savings Plan)
by John Siegel, CFP®, EA
January 21, 2025
Tax-Efficient Retirement Savings Opportunities for BP Employees
by John Siegel, CFP®, EA
January 17, 2025