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Do you know which savings, tax, and investing strategies you should be considering to ensure that your finances can not only withstand the current volatility but achieve long-term success? Watch our quarterly market update where we identify trends in the global markets, address the core economic principles driving these trends, and walk through what we can expect going forward in 2025.

While many professionals think retirement signifies the end of their financial planning needs, financial planning is more crucial than ever because making just one or two wrong decisions can create a significant headache and higher tax bills in retirement. For many retirees, planning how to make savings last and making tax-efficient choices in each of these financial areas can bring anxiety and stress.

For Shell professionals, the difference between retiring at the end of one year and the beginning of the next can be hundreds of thousands of dollars in missed savings. Let's face it: if you’re not thinking about your pension, taxes, and other benefit payouts when selecting your retirement date, you’re potentially leaving money on the table.

Do you know which savings, tax, and investing strategies you should be considering to ensure that your finances can not only withstand the current volatility but achieve long-term success? Watch our quarterly market update where we identify trends in the global markets, address the core economic principles driving these trends, and walk through what we can expect going forward in 2024.

With such a long list of potential policy changes, it's important to be thinking about how you should save, invest, and plan for your best long-term outcome regardless of the election results. WJA President and Wealth Manager, Nick Johnson, CFA®, CFP®, dives into the potential financial implications of each party's proposed policies and how your financial planning should pivot to make the most of it.

Deciding to consult is an exciting business venture, particularly for retirees. If you're not fully versed in the tax implications of being self-employed, the ways to protect your assets, and the rules around structuring self-employment benefits, you could potentially lose benefits and affect the savings you've built up over your career.

Choosing the right date to retire from BP is complicated because of the multiple variables at play. Your circumstances are unique and can be affected based on the date you choose. Watch the replay as we take an in-depth look at how these benefits determine the best date to retire from BP.

As a Chevron employee, do you know the retirement date you choose can have a major effect on your retirement funds? After a long career at Chevron, picking a retirement date can actually be quite complicated. Let’s face it: if you’re not thinking about your employee benefits, taxes, and income distribution when selecting your Chevron […]

Overlooked and often unknown errors can result in double taxation, an incorrect or incomplete tax return, or expensive penalties. As a corporate executive, you have unique factors to consider before submitting your taxes...