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  • 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
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Willis Johnson & Associates Blog | Financial Planning and Investment Content

When to Hire a Financial Advisor and When You Shouldn’t

by Sarah Sikorski, CPA, CFP®
June 27, 2025

Stock Market News and Investment Insights for 2025

by Nick Johnson, CFA®, CFP®
June 27, 2025

How Restricted Stock Works & What You Should Consider for Your Financial Plan

by Nick Johnson, CFA®, CFP®
March 13, 2025

Benefits of Filing a Tax Extension for High-Income Earners

by Leah Cessna, CPA
March 13, 2025

Understanding the FBAR: Foreign Asset Reporting & Tax Penalties

by Leah Cessna, CPA
March 13, 2025

What You Need to Know About Employee Stock Purchase Plans

by John Siegel, CFP®, EA
March 13, 2025

Broker Dealer vs RIA: Types of Financial Advisors & Which is Right for You

by Nick Johnson, CFA®, CFP®
March 12, 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

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

by Leah Cessna, CPA
February 04, 2025
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    Willis Johnson & Associates
    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057
    713.439.1200
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    Who We Serve

    • BP Professionals
    • Chevron Professionals
    • Shell Professionals
    • Corporate Executives

    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
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    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057
    713.439.1200
    marketing@wjohnsonassociates.com
    Disclosures ADV Privacy Policy Form CRS

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