John Siegel, CFP®, EA

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

What You Need to Consider Before Accepting a Severance Package From Shell

Severance. It’s a term that can evoke anxiety; most of us aren’t ready to talk about it or hear the phrase “severance package” discussed in conjunction with our career. How can a severance package...
December 17, 2024

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

July 25, 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

How to Plan for Health Care after Retiring from Chevron

August 19, 2019

Understanding Your Healthcare Benefits After Retiring From Shell

August 19, 2019