Recent Posts
Featured Post:
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...
Shell GESPP: Everything You Need to Know about The Shell Shares Plan
by Nick Johnson, CFA®, CFP®
February 05, 2026
How to Strategically Set Your Retirement Date from Shell Oil
by Nick Johnson, CFA®, CFP®
January 21, 2026
Improve Your Investment Strategy With Target Band Rebalancing
by Nick Johnson, CFA®, CFP®
January 07, 2026
Retirement Planning After a Severance Package & Rediscovering Purpose
by Nick Johnson, CFA®, CFP®
November 07, 2025
Stock Market News and Investment Insights for 2026
by Nick Johnson, CFA®, CFP®
October 23, 2025
How Waiting 15 Days to Retire May Save You Thousands in Taxes on Your BRP Payouts
by Nick Johnson, CFA®, CFP®
September 30, 2025
How Restricted Stock Works & What You Should Consider for Your Financial Plan
by Nick Johnson, CFA®, CFP®
March 13, 2025
Broker Dealer vs RIA: Types of Financial Advisors & Which is Right for You
by Nick Johnson, CFA®, CFP®
March 12, 2025
How to Compare: Roth Contribution vs. Roth Conversion
by Nick Johnson, CFA®, CFP®
February 05, 2025
83(b) Elections & Performance Shares: What You Need to Know
by Nick Johnson, CFA®, CFP®
January 23, 2025

