John Siegel, CFP®, EA

John Siegel, CFP®, EA
SR. WEALTH MANAGER
Find me on:

Recent Posts

How to Use Cash Reserves as an Emergency Fund for Retirement

You’ve finally made it to retirement. You’ve achieved the goal of financial independence. Now what? In this article, we talk about making tax-efficient withdrawals in retirement. While smart...
February 13, 2026

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