Recent Posts
Featured Post:
What is Your Shell Pension Plan Really Worth? Here’s How to Calculate It.
Shell pension plans provide supplemental retirement income for all Shell employees. To incorporate these income sources into your retirement planning, you’ll need a good understanding of the...
How To Use a Backdoor Roth for Tax-Free Savings
by Nick Johnson, CFA®, CFP®
January 06, 2026
Retirement Planning After a Severance Package & Rediscovering Purpose
by Nick Johnson, CFA®, CFP®
November 07, 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
Tax Impacts of Non-Qualified 401(k) & Pension Benefits for High-Income Earners
by Nick Johnson, CFA®, CFP®
December 31, 2024
How Shell Employees Can Benefit From Deferred Compensation
by Nick Johnson, CFA®, CFP®
December 20, 2024
How IRS Segment Rates Can Impact Your Shell 80 Point Pension BRP Payout
by Nick Johnson, CFA®, CFP®
November 21, 2024

