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BP 401(K) Changes Impacting the Company Match
A big change is coming to the BP Employee Savings Plan on July 1st, 2025. Focused on maintaining a competitive retirement benefit while streamlining compliance with federal regulations, BP has...
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
Stock Market News and Investment Insights for 2025
by Nick Johnson, CFA®, CFP®
January 31, 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