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4 Ways to Invest Your Chevron Incentive Plan (CIP)
Bonus time can be exhilarating – a large lump sum of cash that Chevron employees can use for many expenses – paying off debt, taking a vacation, or hiding under the mattress for a rainy day. But for...
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
What You Need to Know About Shell Retiree Health Insurance
by Nick Johnson, CFA®, CFP®
August 15, 2023
7 Questions to Consider When Holding Company Energy Stock in Your Portfolio
by Nick Johnson, CFA®, CFP®
June 29, 2022
The Importance of Diversification: How Much Company Stock is Too Much in Your Portfolio?
by Nick Johnson, CFA®, CFP®
March 19, 2021
Improve Your Investment Strategy With Target Band Rebalancing
by Nick Johnson, CFA®, CFP®
January 14, 2021
How to Train Yourself to Make Better Investment Decisions
by Nick Johnson, CFA®, CFP®
April 07, 2020
Broker Dealer vs RIA: Types of Financial Advisors & Which is Right for You
by Nick Johnson, CFA®, CFP®
January 31, 2020
What You Should Know About Backdoor Roth IRAs vs. Brokerage Accounts
by Nick Johnson, CFA®, CFP®
May 01, 2019
3 Steps to Calculate Your Shell 80 Point Benefit Restoration Plan Pension Lump Sum
by Nick Johnson, CFA®, CFP®
October 25, 2018
Avoid Paying 2X the Tax on Non-Deductible IRA Contributions
by Nick Johnson, CFA®, CFP®
May 09, 2018