Recent Posts
Featured Post:
401(k) Contribution Limits & How to Max Out the BP ESP (Employee Savings Plan)
The IRS has recently released the2025 retirement plan contribution limits.For super-savers at BP, things are looking up. BP employees can nowcontribute $23,500-$34,750, depending on their age, of...
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
High Yield Online Savings Accounts vs. Traditional Banking: How do Interest Rates Impact Your Savings
by Nick Johnson, CFA®, CFP®
April 16, 2018