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...
Estate Planning Essentials, Documents & Common Mistakes
by John Siegel, CFP®, EA
September 29, 2025
When to Hire a Financial Advisor and When You Shouldn’t
by Sarah Sikorski, CPA, CFP®
June 27, 2025
Why Optimizing Your BP Pension Comes Down to Timing
by John Siegel, CFP®, EA
June 19, 2025
BP 401(K) Changes Impacting the Company Match
by John Siegel, CFP®, EA
June 12, 2025
Understanding Chevron's LTIPs: Restricted Stock, Performance Shares & Stock Options
by Alexis Long, MBA, CFP®
April 21, 2025
Chevron’s Relocation to Houston: What Employees Need to Know
by Alexis Long, MBA, CFP®
March 31, 2025
How to Evaluate BP Disability Insurance Costs & How Much You Need
by Sarah Sikorski, CPA, CFP®
March 18, 2025
BP Life Insurance Benefits: Do You Need It & How Much is Enough?
by Sarah Sikorski, CPA, CFP®
March 18, 2025
How Restricted Stock Works & What You Should Consider for Your Financial Plan
by Nick Johnson, CFA®, CFP®
March 13, 2025
Benefits of Filing a Tax Extension for High-Income Earners
by Leah Cessna, CPA
March 13, 2025

