Featured Post:

BP 401(K) Spillover Consequences: What Happens if You Over Contribute?
The BP Employee Savings Plan (ESP) is an excellent resource for savings, but if your goal is to max out contributions to it, you must closely monitor your contributions to the plan. Why?
401(k) Contribution Limits & How to Max Out the BP ESP (Employee Savings Plan)
by John Siegel, CFP®, EA
January 21, 2025
Shell GESPP: Everything You Need to Know about The Shell Shares Plan
by Nick Johnson, CFA®, CFP®
January 18, 2025
Tax-Efficient Retirement Savings Opportunities for BP Employees
by John Siegel, CFP®, EA
January 17, 2025
How to Choose The Best State to Retire In
by John Siegel, CFP®, EA
January 17, 2025
How to Choose your Chevron Retirement Date
by Alexis Long, MBA, CFP®
January 17, 2025
Understanding the Risks & Benefits of Private Market Investments
by Stella Hoover
January 06, 2025
How Using NUA with Chevron Stock Can Save You Taxes in Retirement
by Alexis Long, MBA, CFP®
December 31, 2024
5 Ways Chevron Professionals Can Save More During High Inflation
by Alexis Long, MBA, CFP®
December 31, 2024
401(k) Contribution Limits & How to Max Out the Shell Provident Fund
by Alexis Long, MBA, CFP®
December 31, 2024
Understanding Stock Compensation in the BP Share Value Plan & How it’s Taxed
by John Siegel, CFP®, EA
December 31, 2024