Recent Posts
Featured Post:

How to Evaluate BP Disability Insurance Costs & How Much You Need
It's that time of year again — BP's benefit election time. While Open Enrollment isn't quite as exciting as the holidays or the New Year, it's likely more important than you realize. Before you get...
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
Shell GESPP: Everything You Need to Know about The Shell Shares Plan
by Nick Johnson, CFA®, CFP®
January 18, 2025
Tax Impacts of Non-Qualified 401(k) & Pension Benefits for High-Income Earners
by Nick Johnson, CFA®, CFP®
December 31, 2024
How to Strategically Set Your Retirement Date from Shell Oil
by Nick Johnson, CFA®, CFP®
December 18, 2024
How To Use a Backdoor Roth for Tax-Free Savings
by Nick Johnson, CFA®, CFP®
November 25, 2024
401(K) Income Limits: The Mistake Professionals Earning Over $350,000 Often Make
by Nick Johnson, CFA®, CFP®
November 21, 2024
How IRS Segment Rates Can Impact Your Shell 80 Point Pension BRP Payout
by Nick Johnson, CFA®, CFP®
November 21, 2024