Sarah Sikorski, CPA, CFP®

Sarah Sikorski, CPA, CFP®
DIRECTOR, WEALTH MANAGEMENT

Recent Posts

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...
February 05, 2025

How the Pro-Rata Rule Impacts Your Backdoor Roth Contributions

January 23, 2025

How Mega Backdoor Roth Contributions Can Boost Your Retirement Savings

November 25, 2024

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

June 26, 2024

How to Select Retiree Medical Health Benefits for BP Professionals

August 15, 2023

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

February 21, 2023

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

February 14, 2023

Shell Retirement Planning: How to Invest Your Shell Benefit Payouts

August 30, 2022

How to Use Cash Reserves as an Emergency Fund for Retirement

January 26, 2022