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Who We Serve
Chevron
Shell
Corporate Executives
BP
How We Serve You
Our Investment Philosophy
Our Process
Tax Services
Our Fees
Why Us?
About Us
Our Story
Our Team
Careers
Resources
Events
Blog
Library
Contact
Client Portal
Willis Johnson & Associates Blog | Financial Planning and Investment Content
Featured Post:
Stock Market News and Investment Insights for 2025
by Nick Johnson, CFA®, CFP®
August 29, 2025
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Understanding the FBAR: Foreign Asset Reporting & Tax Penalties
by Leah Cessna, CPA
March 13, 2025
Can My Unused Vacation Time Affect My Retirement?
by John Siegel, CFP®, EA
March 13, 2025
What You Need to Know About Employee Stock Purchase Plans
by John Siegel, CFP®, EA
March 13, 2025
End Of Year Financial Planning Checklist for Shell Professionals
by Brandon Young, CFP®
March 12, 2025
Broker Dealer vs RIA: Types of Financial Advisors & Which is Right for You
by Nick Johnson, CFA®, CFP®
March 12, 2025
Saving for Retirement? 7 Ways BP Executives Can Save More in the ESP
by Sarah Sikorski, CPA, CFP®
March 04, 2025
BP 401(K) Spillover Consequences: What Happens if You Over Contribute?
by John Siegel, CFP®, EA
February 13, 2025
How to Use a Health Savings Account (HSA) in Your Retirement Savings Strategy
by Alexis Long, MBA, CFP®
February 13, 2025
4 Ways to Invest Your Chevron Incentive Plan (CIP)
by Alexis Long, MBA, CFP®
February 05, 2025
How to Compare: Roth Contribution vs. Roth Conversion
by Nick Johnson, CFA®, CFP®
February 05, 2025
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