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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

401(k) Contribution Limits & How to Max Out the Shell Provident Fund

by Alexis Long, MBA, CFP®
December 31, 2024

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 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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