Featured Post:
BP Stock Outlook: What Should You Do Next?
Not long ago, BP was sitting in the mid-$30s. It felt steady. Now, as I write this, BP plc is trading around $45.41—well above its 200-day moving average near $35. We were hoping it was stabilizing...
How the Pro-Rata Rule Impacts Your Backdoor Roth Contributions
by Sarah Sikorski, CPA, CFP®
January 23, 2026
What to Consider Before Accepting a Severance Package From Shell
by Alexis Long, MBA, CFP®
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How to Strategically Set Your Retirement Date from Shell Oil
by Nick Johnson, CFA®, CFP®
January 21, 2026
How To Use Company Stock, a 401(k) & Net Unrealized Appreciation for Tax Savings
by Alexis Long, MBA, CFP®
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80 Point & APF: What’s the Difference Between the Shell Pensions
by Alexis Long, MBA, CFP®
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Asset Allocation: The Key Component For Your Investment Strategy
by Alexis Long, MBA, CFP®
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How to Determine The Best Date for a BP Retirement
by John Siegel, CFP®, EA
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401(K) Income Limits: The Mistake Professionals Earning Over $360,000 Often Make
by Nick Johnson, CFA®, CFP®
January 12, 2026
Improve Your Investment Strategy With Target Band Rebalancing
by Nick Johnson, CFA®, CFP®
January 07, 2026
How To Use a Backdoor Roth for Tax-Free Savings
by Nick Johnson, CFA®, CFP®
January 06, 2026

