83(b) Elections & Performance Shares: What You Need to Know
by Nick Johnson, CFA®, CFP®
January 23, 2025
Common Tax Mistakes High-Income Earners Make That Add Up Over Time
by Leah Cessna, CPA
January 23, 2025
5 Things to Know About Shell Performance Shares & Stock Compensation
by John Siegel, CFP®, EA
January 23, 2025
Shell Pension Transfer to Prudential: A Guide for Shell Retirees
by Nick Johnson, CFA®, CFP®
May 10, 2024
How Shell Retirees Can Make the Most of the Shell Medicare Advantage PPO Plan
by Alexis Long, MBA, CFP®
July 28, 2023
How to Find the Right Financial Advisor for You
by Alexis Long, MBA, CFP®
September 02, 2020
3 Steps to Calculate Your Shell 80 Point Benefit Restoration Plan Pension Lump Sum
by Nick Johnson, CFA®, CFP®
October 25, 2018
Avoid Paying 2X the Tax on Non-Deductible IRA Contributions
by Nick Johnson, CFA®, CFP®
May 09, 2018
3 Steps to Understanding Mutual Funds & ETFs
by Willis Johnson & Associates
November 30, 2017
Rules You Need to Know to do an IRA Qualified Charitable Distribution (QCD)
by Alexis Long, MBA, CFP®
October 19, 2016
