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....
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.
2020 will be remembered as the "Year of the Virus" with concerns surrounding COVID-19 likely to continue into the new year. Oil prices remain volatile while unemployment numbers continue to be top of mind for most of the American public. What can we expect going forward? 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.
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.
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 […]
Amidst concerns surrounding COVID-19, uncertainty for investors continues to rise. Between interest rates falling, markets running and dipping, and oil futures temporarily going negative, the last few months have been nothing short of eventful for the US economy. This quarterly market update reflects on the current state of domestic and international markets and the projected outlook for the rest of 2020.
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.
As a corporate executive with a complex investment portfolio and diverse compensation package, you have unique factors to consider before filing your taxes. An incomplete or incorrect tax return could result in overpayment or penalties. If you’re a high-income earner, watch the webinar replay to learn how you can avoid the most common — and […]
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.