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  • Who We Serve
    • Chevron
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    • Corporate Executives
    • BP
  • How We Serve You
    • Our Investment Philosophy
    • Our Process
    • Tax Services
    • Our Fees
    • Why Us?
  • About Us
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Willis Johnson & Associates Blog | Financial Planning and Investment Content

Shell Pension Transfer to Prudential: A Guide for Shell Retirees

by Nick Johnson, CFA®, CFP®
May 10, 2024

Willis Johnson & Associates Named One of the Best Places to Work for Financial Advisers in 2024

by Jordan Lynch
February 28, 2024

How Waiting 15 Days to Retire May Save You $40,000 in Taxes on Your BRP Payouts

by Nick Johnson, CFA®, CFP®
November 16, 2023

How Shell Retirees Can Make the Most of the Shell Medicare Advantage PPO Plan

by Alexis Long, MBA, CFP®
July 28, 2023

Secure 2.0 & Its Impact on Your Financial Planning

by Leah Cessna, CPA
February 14, 2023

How to Use Cash Reserves as an Emergency Fund for Retirement

by Sarah Sikorski, CPA, CFP®
January 26, 2022

How to Find the Right Financial Advisor for You

by Alexis Long, MBA, CFP®
September 02, 2020

How Should High-Income Families Respond to the SECURE Act

by Leah Cessna, CPA
January 30, 2020

3 Steps to Calculate Your Shell 80 Point Benefit Restoration Plan Pension Lump Sum

by Nick Johnson, CFA®, CFP®
October 25, 2018

5 Budgeting and Tax Tips for Buying Your Vacation Home

by Willis Johnson & Associates
June 19, 2018
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    Willis Johnson & Associates
    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057
    713.439.1200
    marketing@wjohnsonassociates.com
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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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