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Willis Johnson & Associates Blog | Financial Planning and Investment Content

7 Questions to Consider When Holding Company Energy Stock in Your Portfolio

by Nick Johnson, CFA®, CFP®
June 29, 2022

How IRS Segment Rates Can Impact Your Shell 80 Point Pension BRP Payout

by Nick Johnson, CFA®, CFP®
June 29, 2022

Understanding Chevron's LTIPs: Restricted Stock, Performance Shares & Stock Options

by Steven Chambers, CFA®, CFP®
June 13, 2022

How High-Income Earners Can Reduce Taxes Through Tax Planning & Financial Planning

by Emily Johnson, CPA
May 31, 2022

Why Optimizing Your BP Pension Comes Down to Timing

by John Siegel, CFP®, EA
May 16, 2022

80 Point & APF: What’s the Difference Between the Shell Pensions

by Steven Chambers, CFA®, CFP®
May 11, 2022

Understanding Non-Qualified Retirement Plans at BP: ECP & EBP

by John Siegel, CFP®, EA
May 02, 2022

4 Ways to Invest Your Chevron Incentive Plan (CIP)

by Alexis Long, MBA, CFP®
April 29, 2022

Stock Market News and Investment Insights for 2022

by Nick Johnson, CFA®, CFP®
April 21, 2022

How to Pick Your Retirement Date to Optimize Your Chevron Pension

by Alexis Long, MBA, CFP®
April 07, 2022
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    Willis Johnson & Associates
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    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057
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    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.

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