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...
How the Pro-Rata Rule Impacts Your Backdoor Roth Contributions
by Sarah Sikorski, CPA, CFP®
January 23, 2025
Common Tax Mistakes High-Income Earners Make That Add Up Over Time
by Leah Cessna, CPA
January 23, 2025
5 Things to Know About Shell Performance Shares & Stock Compensation
by John Siegel, CFP®, EA
January 23, 2025
Self-Employed? How to Choose Between a Solo 401(k) & SEP-IRA Retirement Savings
by Emily Johnson, CPA
January 23, 2025
Considering a Backdoor Roth Contribution? Don’t Forget Form 8606!
by John Siegel, CFP®, EA
January 23, 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

