Willis Johnson & Associates
Houston wealth management firm that specializes in helping corporate professionals achieve their financial goals.
Recent Posts
Featured Post:
Understanding Chevron's Group Life Insurance Options in Open Enrollment
Every Open Enrollment season, we sit down with our Chevron clients to discuss the Chevron Life Insurance plans to assess the right elections to make for the coming year as part of our proactive...
Estate Planning Essentials: A Guide to Estate Planning Documents & Common Mistakes
by Willis Johnson & Associates
September 30, 2021
Willis Johnson & Associates Named Among Top Investment Advisors in the U.S. by Financial Times
by Willis Johnson & Associates
July 30, 2020
BMC Employees Can Save More in the BMC 401(k) Plan
by Willis Johnson & Associates
December 06, 2019
How Shell Employees Can Benefit From Deferred Compensation
by Willis Johnson & Associates
August 30, 2019
The 2019 Tax Season is Here — Are You Prepared?
by Willis Johnson & Associates
April 09, 2019
4 Tax-Efficient Ways to Gift Money This Holiday Season
by Willis Johnson & Associates
December 19, 2018
Will You Optimize Your Employee Benefits Elections This Fall? Here’s What You Should Consider BEFORE Open Enrollment
by Willis Johnson & Associates
September 14, 2018
5 Budgeting and Tax Tips for Buying Your Vacation Home
by Willis Johnson & Associates
June 19, 2018
Did You Know You Can Now Use a 529 Savings Plan for Private School Education Costs (K-12)?
by Willis Johnson & Associates
May 14, 2018
Financial Fact | Deadline Alert: IRA, Roth IRA, and Backdoor Roth IRA Contributions for the 2017 Tax Year
by Willis Johnson & Associates
March 19, 2018