Willis Johnson & Associates
  • Who We Serve
    • Chevron Professionals
    • Shell Professionals
    • Corporate Executives
    • BP Professionals
  • How We Serve You
    • Our Investment Philosophy
    • Our Process
    • Tax Services
    • Our Fees
    • Why Us?
  • About Us
    • Our Story
    • Our Team
    • Careers
  • Resources
    • Events
    • Blog
    • Library
    • Contact
Client Portal
  • Who We Serve
    • Chevron
    • Shell
    • Corporate Executives
    • BP
  • How We Serve You
    • Our Investment Philosophy
    • Our Process
    • Tax Services
    • Our Fees
    • Why Us?
  • About Us
    • Our Story
    • Our Team
    • Careers
  • Resources
    • Events
    • Blog
    • Library
  • Contact

Willis Johnson & Associates Blog | Financial Planning and Investment Content

401(k) Contribution Limits & How to Max Out the BP Employee Savings Plan (ESP)

by John Siegel, CFP®, EA
November 10, 2023

End Of Year Financial Planning Checklist for BP Professionals

by John Siegel, CFP®, EA
September 08, 2023

How to Select Retiree Medical Health Benefits for BP Professionals

by Sarah Sikorski, CPA, CFP®
August 15, 2023

Saving for Retirement? 7 Ways BP Executives Can Save More in the ESP

by Sarah Sikorski, CPA, CFP®
June 15, 2023

BP Pension Crediting: How It Works & When You Should Take or Defer It

by John Siegel, CFP®, EA
June 13, 2023

Understanding Stock Compensation in the BP Share Value Plan & How it’s Taxed

by John Siegel, CFP®, EA
April 26, 2023

How to Evaluate BP Disability Insurance Costs & How Much You Need

by Sarah Sikorski, CPA, CFP®
February 21, 2023

BP Life Insurance Benefits: Do You Need It & How Much is Enough?

by Sarah Sikorski, CPA, CFP®
February 14, 2023

5 Opportunities for Your BP Annual Cash Bonus

by John Siegel, CFP®, EA
February 14, 2023

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

by Sarah Sikorski, CPA, CFP®
February 03, 2023
Load More

    Companies

    • Corporate Executives
    • BP
    • Chevron
    • Shell

    Categories

    • News
    • Financial Planning
    • Retirement
    • Tax Strategies
    • Investments

    Newsletter

    Willis Johnson & Associates
    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057
    713.439.1200
    marketing@wjohnsonassociates.com
    facebook
    twitter
    linkedin

    Who We Serve

    • BP
    • Chevron
    • Shell
    • Corporate Executives

    How We Serve You

    • Our Investment Philosophy
    • Our Process
    • Our Fees
    • Why Us?

    About Us

    • Our Story
    • Our Team
    • Careers

    Resources

    • Events
    • Blog
    • Library
    • Contact
    Advisory
    FA MAG
    HBJ
    Disclosures | ADV | Privacy Policy| Form CRS
    Texas
    facebook
    twitter
    linkedin
    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057
    713.439.1200
    marketing@wjohnsonassociates.com
    Disclosures ADV Privacy Policy Form CRS
    • Advisory
    • Fa Mag
    • HBJ

    Willis Johnson & Associates is a registered investment advisor. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Corporate benefits may change at any point in time. Be sure to consult with human resources and review Summary Plan Description(s) before implementing any strategy discussed herein. Willis Johnson & Associates is not a CPA firm.

    Check the background of this firm on FINRA BrokerCheck.

    © 2023 Willis Johnson & Associates. Registration does not imply a certain level of skill or training.

    This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, IL, LA, MD, MI, MS, NC, NM, NY, PA, SC, TX and WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.