How To Use Company Stock, a 401(k) & Net Unrealized Appreciation for Tax Savings
by Alexis Long, MBA , CFP®
April 01, 2021
Willis Johnson & Associates Named a 2021 Best Place to Work for Financial Advisers
by Jordan Lynch
March 23, 2021
Tax Impacts of Non-Qualified 401(k) & Pension Benefits for High-Income Earners
by Nick Johnson, CFA®, CFP®
March 08, 2021
How High-Income Earners Can Make Roth Contributions for Tax-Free Savings
by Nick Johnson, CFA®, CFP®
March 08, 2021
Biden's Tax Plan Explained for High-Income Earners Making Over $400,000
by Nick Johnson, CFA®, CFP®
February 11, 2021
Shell GESPP: Everything You Need to Know about The Shell Shares Plan
by Nick Johnson, CFA®, CFP®
February 01, 2021
Should Your Investment Strategy Shift In The Blue Wave?
by Nick Johnson, CFA®, CFP®
January 28, 2021
Your Shell 80 Point Pension BRP Could Increase by Over $250K by Retiring 31 Days Later
by Nick Johnson, CFA®, CFP®
January 11, 2021
How Waiting 15 Days to Retire May Save You $50,000 in Taxes on Your BRP Payouts
by Nick Johnson, CFA®, CFP®
January 11, 2021
The 401(K) Mistake Executives Earning Over $290,000 Make All the Time
by Nick Johnson, CFA®, CFP®
November 19, 2020