John Siegel, CFP®, EA

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

Why Now Is the Time for Donor-Advised Funds Before 2026 Tax Changes Hit

High-income families and philanthropic investors are increasingly turning todonor-advised funds (DAFs)tosupport the causes they care about, while also reducing taxes. DAFs enable donors to contribute...
November 25, 2025

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