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83(b) Elections & Performance Shares: What You Need to Know

Early in the COVID pandemic in 2020, oil prices briefly went negative and created massive waves of chaos for professionals in the oil and gas industry. Realizing how stressful this is for our...
by Nick Johnson, CFA®, CFP®
January 23, 2025
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How to Rollover After-Tax Contributions from Chevron's 401(k) to a Roth IRA

by Alexis Long, MBA, CFP®
December 27, 2021

3 Rules You Should Know About How an HSA Works

by Alexis Long, MBA, CFP®
December 01, 2021

BP Pension (RAP) Decisions to Make Long Before Retirement

by John Siegel, CFP®, EA
October 26, 2021

How to Get the Full Chevron 401(k) Match (and Why People Miss Out)

by Alexis Long, MBA, CFP®
October 04, 2021

Estate Planning Essentials: A Guide to Estate Planning Documents & Common Mistakes

by Willis Johnson & Associates
September 30, 2021

How To Use Company Stock, a 401(k) & Net Unrealized Appreciation for Tax Savings

by Alexis Long, MBA, CFP®
April 01, 2021

The Importance of Diversification: How Much Company Stock is Too Much in Your Portfolio?

by Nick Johnson, CFA®, CFP®
March 19, 2021

How to Change Your Asset Allocation & Investment Strategy for Retirement

by Alexis Long, MBA, CFP®
February 12, 2021

Asset Allocation: The Key Component For Your Investment Strategy

by Alexis Long, MBA, CFP®
February 12, 2021

Improve Your Investment Strategy With Target Band Rebalancing

by Nick Johnson, CFA®, CFP®
January 14, 2021

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    Willis Johnson & Associates
    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057
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    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057