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6 Strategies to Reduce Taxable Income for High-Earners
It's an old adage, but one that especially rings true as we gear up for tax season: if you fail to plan, you plan to fail. Tax planning is a crucial component of any comprehensive financial plan and...
How to Plan for Health Care after Retiring from Chevron
by John Siegel, CFP®, EA
August 19, 2019
Understanding Your Healthcare Benefits After Retiring From Shell
by John Siegel, CFP®, EA
August 19, 2019
What is Your Shell Pension Plan Really Worth? Here’s How to Calculate It.
by Alexis Long, MBA, CFP®
July 25, 2019
What You Should Know About Backdoor Roth IRAs vs. Brokerage Accounts
by Nick Johnson, CFA®, CFP®
May 01, 2019
3 Steps to Calculate Your Shell 80 Point Benefit Restoration Plan Pension Lump Sum
by Nick Johnson, CFA®, CFP®
October 25, 2018
Avoid Paying 2X the Tax on Non-Deductible IRA Contributions
by Nick Johnson, CFA®, CFP®
May 09, 2018
High Yield Online Savings Accounts vs. Traditional Banking: How do Interest Rates Impact Your Savings
by Nick Johnson, CFA®, CFP®
April 16, 2018
3 Steps to Understanding Mutual Funds & ETFs
by Willis Johnson & Associates
November 30, 2017
Rules You Need to Know to do an IRA Qualified Charitable Distribution (QCD)
by Alexis Long, MBA, CFP®
October 19, 2016

