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

What You Need to Know About Employee Stock Purchase Plans

April 25, 2019