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Willis Johnson & Associates Blog | Financial Planning and Investment Content

Retirement Withdrawal Strategies to Lower Taxes

by Sarah Sikorski, CPA, CFP®
December 27, 2021

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

by Alexis Long, MBA, CFP®
December 07, 2021

401(k) Contribution Limits & How to Max Out the Chevron Employee Savings Investment Plan (ESIP)

by Alexis Long, MBA, CFP®
December 07, 2021

401(k) Contribution Limits & How to Max Out the BP Employee Savings Plan (ESP)

by John Siegel, CFP®, EA
December 07, 2021

BP Pension (RAP) Decisions to Make Long Before Retirement

by John Siegel, CFP®, EA
October 26, 2021

HSAs at Shell: Tax Advantages, Investment Opportunities, Retirement Savings, and More

by Steven Chambers, CFA®, CFP®
October 15, 2021

How to Get the Full Chevron 401(k) Match (and Why People Miss Out)

by Alexis Long, MBA, CFP®
October 04, 2021

Estate Planning Essentials: A Guide to Estate Planning Documents & Common Mistakes

by Glen Rives, JD, CFP®
September 30, 2021

How to Choose The Best State to Retire In

by John Siegel, CFP®, EA
May 10, 2021

Tax Impacts of Non-Qualified 401(k) & Pension Benefits for High-Income Earners

by Nick Johnson, CFA®, CFP®
March 08, 2021
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    Willis Johnson & Associates
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    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057
    713.439.1200
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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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