What to Consider Before Accepting a Severance Package From Shell
by Alexis Long, MBA, CFP®
January 21, 2026
How to Strategically Set Your Retirement Date from Shell Oil
by Nick Johnson, CFA®, CFP®
January 21, 2026
How To Use Company Stock, a 401(k) & Net Unrealized Appreciation for Tax Savings
by Alexis Long, MBA, CFP®
January 21, 2026
How to Determine The Best Date for a BP Retirement
by John Siegel, CFP®, EA
January 20, 2026
Self-Employment Tax Considerations When Starting a Consulting Business
by Leah Cessna, CPA
December 19, 2025
Why Now Is the Time for Donor-Advised Funds Before 2026 Tax Changes Hit
by John Siegel, CFP®, EA
November 25, 2025
How High-Income Earners Can Reduce Taxes Through Tax Planning & Financial Planning
by Emily Johnson, CPA
October 07, 2025
How Waiting 15 Days to Retire May Save You Thousands in Taxes on Your BRP Payouts
by Nick Johnson, CFA®, CFP®
September 30, 2025
Estate Planning Essentials, Documents & Common Mistakes
by John Siegel, CFP®, EA
September 29, 2025
6 Strategies to Reduce Taxable Income for High-Earners
by Leah Cessna, CPA
June 06, 2025
