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.
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...
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...
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 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've seen in 2021, address the core economic principles driving these trends, and walk through what we can expect going forward.
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...
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 […]
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.
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.
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....
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.
In this webinar, our experts discuss the major factors to consider before starting a consulting practice. Learn more about the tax opportunities and other factors to consider before venturing out on your own.
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.
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.