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Why Now Is the Time for Donor-Advised Funds Before 2026 Tax Changes Hit

High-income families and philanthropic investors are increasingly turning todonor-advised funds (DAFs)tosupport the causes they care about, while also reducing taxes. DAFs enable donors to contribute...
by John Siegel, CFP®, EA
November 25, 2025
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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

How to Use Donor-Advised Funds for Charitable Giving & to Reduce Taxes

by Alexis Long, MBA, CFP®
February 05, 2025

HSA vs. FSA vs. HRA at Chevron: How to Choose the Right One for You

by Alexis Long, MBA, CFP®
February 04, 2025

How to Avoid Double Taxation on Restricted Stock Units (RSUs)

by Leah Cessna, CPA
February 04, 2025

Managing Your Chevron 401(K)? Here are 9 Ways to Get More in the ESIP

by Alexis Long, MBA, CFP®
January 25, 2025

83(b) Elections & Performance Shares: What You Need to Know

by Nick Johnson, CFA®, CFP®
January 23, 2025

5 Opportunities for Your BP Annual Cash Bonus

by John Siegel, CFP®, EA
January 23, 2025

End Of Year Financial Planning Checklist for Chevron Professionals

by Alexis Long, MBA, CFP®
January 23, 2025

BP HSA Tax Benefits & Investment Strategies To Consider in Open Enrollment

by Sarah Sikorski, CPA, CFP®
January 23, 2025

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    Willis Johnson & Associates
    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057
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    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057