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Nick Johnson, CFA®, CFP®

Nick Johnson, CFA®, CFP®
PRESIDENT & CHIEF INVESTMENT OFFICER
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Recent Posts

Featured Post:

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...
by John Siegel, CFP®, EA
November 25, 2025
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Retirement Planning After a Severance Package & Rediscovering Purpose

by Nick Johnson, CFA®, CFP®
November 07, 2025

Stock Market News and Investment Insights for 2025

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

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

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    Willis Johnson & Associates
    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057
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    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057