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...
3 Steps to Calculate Your Shell 80 Point Benefit Restoration Plan Pension Lump Sum
by Nick Johnson, CFA®, CFP®
October 25, 2018
5 Budgeting and Tax Tips for Buying Your Vacation Home
by Willis Johnson & Associates
June 19, 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
Tax Cuts & Jobs Act: The Basics
by Nick Johnson, CFA®, CFP®
January 09, 2018
3 Steps to Understanding Mutual Funds & ETFs
by Willis Johnson & Associates
November 30, 2017
Thoughts From Willis | How Businesses Can Assist Their Employees With Hurricane Harvey Expenses
by Willis Johnson, CFP®
September 23, 2017
Rules You Need to Know to do an IRA Qualified Charitable Distribution
by Alexis Long, MBA, CFP®
October 19, 2016
Did you know that if you are not participating in your employee stock purchase plan, you could be leaving money on the table?
by Alexis Long, MBA, CFP®
July 18, 2016

