Nick Johnson, CFA®, CFP®

Nick Johnson, CFA®, CFP®
PRESIDENT
Find me on:

Recent Posts

Tax Planning for Retirees: Navigating the Medicare and Social Security Tax Rates

There's a right and wrong way to make withdrawals to maximize tax efficiency when you retire. If you plan for your withdrawals and income properly, you can efficiently and effectively implement...
January 06, 2022

How IRS Segment Rates Can Impact Your Shell 80 Point Pension BRP Payout

November 15, 2021

How To Use a Backdoor Roth for Tax-Free Savings

March 08, 2021

Biden's Tax Plan Explained for High-Income Earners Making Over $400,000

February 11, 2021

Shell GESPP: Everything You Need to Know about The Shell Shares Plan

February 01, 2021

Should Your Investment Strategy Shift In The Blue Wave?

January 28, 2021