John Siegel, CFP®, EA

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

What 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...
January 21, 2026

5 Opportunities for Your BP Annual Cash Bonus

January 23, 2025

Understanding Non-Qualified Retirement Plans at BP: ECP & EBP

January 23, 2025

Considering a Backdoor Roth Contribution? Don’t Forget Form 8606!

January 23, 2025

Tax-Efficient Retirement Savings Opportunities for BP‌ Employees

January 17, 2025

How to Choose The Best State to Retire In

January 17, 2025

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

July 25, 2022