Recent Posts
Featured Post:
How to Choose your Chevron Retirement Date
You’ve worked hard for your retirement. After a long career at Chevron, you deserve to enjoy your retirement to the fullest. A big part of maximizing your retirement enjoyment depends on skillfully...
Shell GESPP: Everything You Need to Know about The Shell Shares Plan
by Nick Johnson, CFA®, CFP®
January 16, 2024
How Waiting 15 Days to Retire May Save You $40,000 in Taxes on Your BRP Payouts
by Nick Johnson, CFA®, CFP®
November 16, 2023
How IRS Segment Rates Can Impact Your Shell 80 Point Pension BRP Payout
by Nick Johnson, CFA®, CFP®
November 01, 2023
How to Compare: Roth Contribution vs. Roth Conversion
by Nick Johnson, CFA®, CFP®
September 13, 2023
What You Need to Know About Shell Retiree Health Insurance
by Nick Johnson, CFA®, CFP®
August 15, 2023
Stock Market News and Investment Insights for 2024
by Nick Johnson, CFA®, CFP®
July 20, 2023
How To Use a Backdoor Roth for Tax-Free Savings
by Nick Johnson, CFA®, CFP®
March 20, 2023
401(K) Income Limits: The Mistake Professionals Earning Over $330,000 Make All the Time
by Nick Johnson, CFA®, CFP®
January 25, 2023
7 Questions to Consider When Holding Company Energy Stock in Your Portfolio
by Nick Johnson, CFA®, CFP®
June 29, 2022
2021 Tax Changes: Biden's High-Income Families' Income & Capital Gains Taxes Proposal
by Nick Johnson, CFA®, CFP®
June 23, 2021