Recent Posts
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Shell Retirement Planning & Essential Mistakes to Avoid
After a long career at Shell, several imperative considerations and decisions about your benefits, savings, and investments impact what’s available to you in retirement and what you'll face in taxes....
7 Questions to Consider When Holding Company Energy Stock in Your Portfolio
by Nick Johnson, CFA®, CFP®
June 29, 2022
2021 Tax Changes: Biden's High-Income Families' Income & Capital Gains Taxes Proposal
by Nick Johnson, CFA®, CFP®
June 23, 2021
The Importance of Diversification: How Much Company Stock is Too Much in Your Portfolio?
by Nick Johnson, CFA®, CFP®
March 19, 2021
Tax Impacts of Non-Qualified 401(k) & Pension Benefits for High-Income Earners
by Nick Johnson, CFA®, CFP®
March 08, 2021
Biden's Tax Plan Explained for High-Income Earners Making Over $400,000
by Nick Johnson, CFA®, CFP®
February 11, 2021
Should Your Investment Strategy Shift In The Blue Wave?
by Nick Johnson, CFA®, CFP®
January 28, 2021
Improve Your Investment Strategy With Target Band Rebalancing
by Nick Johnson, CFA®, CFP®
January 14, 2021
Coronavirus & Your Financial Plan: Using a Short-Term Crisis to Your Long-Term Advantage
by Nick Johnson, CFA®, CFP®
October 31, 2020
How to Train Yourself to Make Better Investment Decisions
by Nick Johnson, CFA®, CFP®
April 07, 2020
Financial Planning Considerations While Navigating a Global Pandemic
by Nick Johnson, CFA®, CFP®
March 13, 2020