John Siegel, CFP®, EA

John Siegel, CFP®, EA
SR. WEALTH MANAGER
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Recent Posts

BP 401(K) Spillover Consequences: What Happens if You Over Contribute?

The BP Employee Savings Plan (ESP) is an excellent resource for savings, but if your goal is to max out contributions to it, you must closely monitor your contributions to the plan. Why?
February 13, 2025

Retirement Planning for BP Professionals: 3 Mistakes to Avoid

December 31, 2024

How to Determine The Best Date for a BP Retirement

December 31, 2024

Why Optimizing Your BP Pension Comes Down to Timing

May 15, 2024

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

July 25, 2022

BP Pension (RAP) Decisions to Make Long Before Retirement

October 26, 2021

How to Plan for Health Care after Retiring from Chevron

August 19, 2019

Understanding Your Healthcare Benefits After Retiring From Shell

August 19, 2019

Can My Unused Vacation Time Affect My Retirement?

August 17, 2019