Recent Posts
Featured Post:
BP Stock Outlook: What Should You Do Next?
Not long ago, BP was sitting in the mid-$30s. It felt steady. Now, as I write this, BP plc is trading around $45.41—well above its 200-day moving average near $35. We were hoping it was stabilizing...
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
Shell Pension Transfer to Prudential: A Guide for Shell Retirees
by Nick Johnson, CFA®, CFP®
May 10, 2024
What You Need to Know About Shell Retiree Health Insurance
by Nick Johnson, CFA®, CFP®
August 15, 2023

