Willis Johnson & Associates Blog | Financial Planning and Investments | Willis Johnson & Associates

Willis Johnson & Associates

Houston wealth management firm that specializes in helping corporate professionals achieve their financial goals.

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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...

by Steven Chambers, CFA®, CFP®

October 19, 2024

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

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.