Willis Johnson & Associates Blog | Financial Planning and Investments | Steven Chambers, CFA®, CFP®

Steven Chambers, CFA®, CFP®

SR. WEALTH MANAGER

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401(K) Income Limits: The Mistake Professionals Earning Over $345,000 Often Make

Many executives believe that they're maxing out their 401(k) contributions year after year. However, due to the IRS' 2024 401(a)(17) limitation of $345,000 in income and the impact it has on both...

by Nick Johnson, CFA®, CFP®

March 26, 2024

How to Evaluate Chevron Disability Insurance Options in Open Enrollment

by Steven Chambers, CFA®, CFP®

September 27, 2023

Understanding Chevron's Group Life Insurance Options in Open Enrollment

by Steven Chambers, CFA®, CFP®

September 27, 2023

End Of Year Financial Planning Checklist for Chevron Professionals

by Steven Chambers, CFA®, CFP®

September 12, 2023

Understanding Your Chevron Retiree Medical Benefit Plans At Any Age

by Steven Chambers, CFA®, CFP®

August 15, 2023

HSA vs. FSA vs. HRA at Chevron: How to Choose the Right One for You

by Steven Chambers, CFA®, CFP®

October 03, 2022

Understanding Chevron's LTIPs: Restricted Stock, Performance Shares & Stock Options

by Steven Chambers, CFA®, CFP®

June 13, 2022

80 Point & APF: What’s the Difference Between the Shell Pensions

by Steven Chambers, CFA®, CFP®

May 11, 2022

How to Use Donor-Advised Funds for Charitable Giving & to Reduce Taxes

by Steven Chambers, CFA®, CFP®

December 27, 2021

HSAs at Shell: Tax Advantages, Investment Opportunities, Retirement Savings & More

by Steven Chambers, CFA®, CFP®

October 15, 2021

Willis Johnson & Associates is a registered investment advisor. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Corporate benefits may change at any point in time. Be sure to consult with human resources and review Summary Plan Description(s) before implementing any strategy discussed herein. Willis Johnson & Associates is not a CPA firm.