Do you know which savings, tax, and investing strategies should you 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 the trends in global markets we saw in early 2022, address the core economic principles driving these trends, and walk through what we can expect going forward.
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.
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.
As a Chevron employee, do you know the retirement date you choose significantly affects what you receive in your pension payout? Pushing or accelerating your retirement date to take advantage of the right interest rates can add thousands of dollars to the funds available to you in retirement, so it’s critical to get it right.
As a BP employee, do you know the retirement date you choose significantly affects what you receive in your pension payout? Pushing or accelerating your retirement date to take advantage of the right interest rates can add thousands of dollars to the funds available to you in retirement, so it’s critical to get it right.
While many people believe estate planning requires sprawling properties or a specific range of asset value, estate planning benefits apply to a wide array of people regardless of net worth. When done correctly, an estate plan gives you confidence that your assets will pass to who and where you want them to in a tax-efficient manner and that your loved ones are provided for after you've passed. And the best part is, it's not as complicated as it may seem...
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.
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.
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 […]
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.
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...
It’s human nature to worry about unfamiliar things, and the “right amount of savings” is certainly a big unknown. If you’re a Shell employee concerned about your savings plan for retirement, this webinar will help you take full advantage of the savings opportunities through Shell’s robust retirement plans and benefit offerings.
BP offers employees generous retirement benefits. If you’re a BP employee, this webinar can help you make sure you’re saving efficiently and making the most of the retirement plans the company offers.
Retirement may seem far away; you may have years, or even decades, of employment standing between you and it. However, the decisions you make today will have a big impact on your retirement planning success. Chevron employees have access to a host of generous retirement savings options, which we'll dive into in this presentation.
Many oil expats get inundated with information on their new home's language, customs, and currency, but fail to take note of the various financial and tax changes that come with a transglobal move. Not tending to these details, or making the wrong decision about something, could result in costly mistakes. In this webinar, we'll discuss the frequent errors we encounter within tax returns from high-income earners, and how to prevent or correct these costly mistakes....
Many people believe the best investment strategy is just "buy low and sell high," but as with most things in life, it's a bit more nuanced. The key to becoming a better investor long-term lies in the strategy you develop and your discipline to stay the course. Watch the webinar to learn the best way to create a custom investment strategy that can help you reach your long-term financial goals...
You've worked hard for what you have, so why not make the most of it and leverage existing rules to ensure that you, rather than the IRS, can keep more of what's yours. Join us as Wealth Manager and former estate planning and probate attorney Glen Rives, JD, CFP®, walks through estate planning strategies you can implement today to circumvent estate taxes in the future.
You've worked your entire life to save for the retirement of your dreams. Yet, in the final months before your last day at Shell, numerous benefit elections, investment, savings, and tax decisions are made. Each of these financial decisions impacts and compounds off of one another, so making even just one wrong decision can create a significant headache and tax bill in retirement.
For Shell professionals, the difference between retiring at the end of one year and the beginning of the next can be thousands of dollars in missed savings. 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...
As a BP employee, do you know the retirement date you select can have a major effect on your retirement funds? Whether you're volunteering to take a severance package or are facing a mandatory one, navigating a severance package after a long career at BP can actually be quite complicated...
Whether you're volunteering to take a severance package or are facing a mandatory one, navigating a severance package after a long career at Chevron can actually be quite complicated. In light of today's environment, there are various financial planning opportunities that can have a significant impact on your retirement savings, investments, and taxes in the coming years.
When you’re saving for retirement, it’s important to think about how your savings will be impacted by taxes and how you choose to disburse the funds. There are many tactics you can use to adjust your income and positively impact the tax implications that may surround your retirement funds.
In our on-demand webinar, WJA President and Wealth Manager Nick Johnson, CFA®, CFP®, discusses the potential financial implications of Biden's tax plan on wealthy families and how to incorporate financial planning strategies to lessen the impact.
As a Shell retiree, do you know that the COVID-19 pandemic and its economic impact affect your retirement funds? In this webinar, presented by Nick Johnson, CFA®, CFP®, we dive into how you can take advantage of financial planning opportunities during the COVID-19 pandemic, and how to best protect yourself during these unprecedented times.
Many people don't realize just how massive of an impact educational costs can have on financial planning and more. Most people don't realize how small your out-of-pocket costs could be by starting early. This webinar highlights the benefits of a “save early” strategy, and offers suggestions on sharing college planning opportunities among multiple generations...