Featured Post:
End Of Year Financial Planning Checklist for BP Professionals
As the end of the year approaches, it’s time to start making your list and checking it twice when it comes to your financial planning. BP professionals have a number of opportunities to save money...
End Of Year Financial Planning Checklist for BP Professionals
by John Siegel, CFP®, EA
November 21, 2025
401(k) Contribution Limits & How to Max Out the Shell Provident Fund
by Alexis Long, MBA, CFP®
November 13, 2025
401(k) Contribution Limits & How to Max Out the Chevron Employee Savings Investment Plan (ESIP)
by Alexis Long, MBA, CFP®
November 13, 2025
401(k) Contribution Limits & How to Max Out the BP ESP (Employee Savings Plan)
by John Siegel, CFP®, EA
November 13, 2025
Retirement Planning After a Severance Package & Rediscovering Purpose
by Nick Johnson, CFA®, CFP®
November 07, 2025
Stock Market News and Investment Insights for 2025
by Nick Johnson, CFA®, CFP®
October 23, 2025
Navigating Shell Disability Insurance Coverage During Open Enrollment
by Alexis Long, MBA, CFP®
October 14, 2025
How to Evaluate Chevron Disability Insurance Options in Open Enrollment
by Alexis Long, MBA, CFP®
October 14, 2025
How High-Income Earners Can Reduce Taxes Through Tax Planning & Financial Planning
by Emily Johnson, CPA
October 07, 2025
How Waiting 15 Days to Retire May Save You Thousands in Taxes on Your BRP Payouts
by Nick Johnson, CFA®, CFP®
September 30, 2025

