John Siegel, CFP®, EA

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

Navigating Shell Disability Insurance Coverage During Open Enrollment

Every fall, we hear the same concerns from Shell employees about their annual open enrollment period – with so many election options to choose from, how can you know if you’ve chosen the right...
October 14, 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

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

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

July 25, 2022