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Sarah Sikorski, CPA, CFP®

Sarah Sikorski, CPA, CFP®
DIRECTOR, WEALTH MANAGEMENT

Recent Posts

Featured Post:

Why Now Is the Time for Donor-Advised Funds Before 2026 Tax Changes Hit

High-income families and philanthropic investors are increasingly turning todonor-advised funds (DAFs)tosupport the causes they care about, while also reducing taxes. DAFs enable donors to contribute...
by John Siegel, CFP®, EA
November 25, 2025
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How to Select Retiree Medical Health Benefits for BP Professionals

by Sarah Sikorski, CPA, CFP®
November 25, 2025

When to Hire a Financial Advisor and When You Shouldn’t

by Sarah Sikorski, CPA, CFP®
June 27, 2025

How to Evaluate BP Disability Insurance Costs & How Much You Need

by Sarah Sikorski, CPA, CFP®
March 18, 2025

BP Life Insurance Benefits: Do You Need It & How Much is Enough?

by Sarah Sikorski, CPA, CFP®
March 18, 2025

Saving for Retirement? 7 Ways BP Executives Can Save More in the ESP

by Sarah Sikorski, CPA, CFP®
March 04, 2025

BP HSA Tax Benefits & Investment Strategies To Consider in Open Enrollment

by Sarah Sikorski, CPA, CFP®
January 23, 2025

How the Pro-Rata Rule Impacts Your Backdoor Roth Contributions

by Sarah Sikorski, CPA, CFP®
January 23, 2025

How Mega Backdoor Roth Contributions Can Boost Your Retirement Savings

by Sarah Sikorski, CPA, CFP®
November 25, 2024

Shell Retirement Planning: How to Invest Your Shell Benefit Payouts

by Sarah Sikorski, CPA, CFP®
August 30, 2022

How to Use Cash Reserves as an Emergency Fund for Retirement

by Sarah Sikorski, CPA, CFP®
January 26, 2022

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    Willis Johnson & Associates
    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057
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    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057