Recent Posts
Featured Post:

Understanding Chevron's LTIPs: Restricted Stock, Performance Shares & Stock Options
After years of building your career at Chevron, climbing the ladder to specific salary grades is a significant accomplishment. However, for participants in salary grades 26 (PSG-26) and above,...
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