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Willis Johnson & Associates Rebrands to Willis Johnson Wealth Continuing Its Commitment to Fee-Only Financial Planning
After more than 30 years of serving clients, Willis Johnson & Associates is proud to announce its rebrand to Willis Johnson Wealth. While the name has changed, the foundation of the firm remains the...
End Of Year Financial Planning Checklist for Shell Professionals
by Brandon Young, CFP®
March 12, 2025
Broker Dealer vs RIA: Types of Financial Advisors & Which is Right for You
by Nick Johnson, CFA®, CFP®
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Saving for Retirement? 7 Ways BP Executives Can Save More in the ESP
by Sarah Sikorski, CPA, CFP®
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BP 401(K) Spillover Consequences: What Happens if You Over Contribute?
by John Siegel, CFP®, EA
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How to Use a Health Savings Account (HSA) in Your Retirement Savings Strategy
by Alexis Long, MBA, CFP®
February 13, 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
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

