Willis Johnson & Associates

We are honored to announce that not one, not two, but THREE of our advisors have been named among InvestmentNews Top Financial Advisors of 2025! Congratulations Nick Johnson, CFA?, CFP?, Alexis Long, MBA, CFP? and Sarah Sikorski, CFP?, CPA on the well-deserved recognition for your ongoing commitment to your clients, innovation in financial planning, and the mentorship and guidance you provide our team every day. ?? Learn more about Nick, Alexis, and Sarah here: https://hubs.li/Q035Nq4t0 #FinancialPlanning #TopAdvisors2025 #WJA

Considering a Backdoor Roth Contribution? Don’t Forget Form 8606! Thinking about leveraging a Backdoor Roth IRA to maximize your retirement savings? It’s a smart move for high-income professionals—but it comes with critical tax filing requirements, like IRS Form 8606. In our latest video, we cover: ?? What Form 8606 is and why it’s essential ?? How to avoid unnecessary taxes ?? Steps to ensure compliance when reporting your contribution Don’t let overlooked details derail your tax savings strategy. Check out our blog for more insights: https://hubs.li/Q038P_np0 #BackdoorRothIRA #TaxPlanning #Form8606 #WJA

Is your BP bonus just sitting in cash? Your Annual Cash Bonus (ACB) offers incredible financial planning opportunities once it hits your bank account, so don't leave money on the table. Instead, consider maxing out your ESP 401(k) contributions ($70,000+ in 2025) or exploring after-tax Roth conversions to supercharge your savings for 2025! Small decisions today can have a big impact tomorrow. ?? Discover more: https://hubs.li/Q038r_md0

This Spring, we’re thrilled to welcome a group of talented spring interns to Willis Johnson & Associates! In their early months, they’ve already hit the ground running—learning the ropes, contributing to client-focused projects, and embracing our mission to simplify the complex for our clients. At WJA, teamwork and mentorship are keys to success, especially for our early career team members. With guidance from our advisors, team members, and CPAs, our interns gain hands-on experience that bridges classroom theory with real-world application. Applications for Summer internships are still open for a limited time. Explore our Internship Opportunities here: https://hubs.li/Q0378dJw0 #InternshipExperience #FinancialPlanning #MentorshipMatters #JoinWJA

Retiring from Shell? Don’t let simple mistakes derail your future. Your Shell retirement benefits are complex—and missing key opportunities or taking a few missteps could cost you thousands. Our free e-book breaks down the 6 common mistakes Shell employees make and how to avoid them. What you’ll learn: ?? How to optimize your 401(k) contributions. ?? The impact of segment rates on your BRP payout. ?? Tax strategies for retirement success. Download the guide to protect your financial future: https://hubs.li/Q037Ydt30 Make the most of your Shell benefits and retire with confidence!

At Willis Johnson & Associates, we’re not just financial advisors—we partner with you to navigate the complexities of managing your wealth with personalized solutions tailored to your needs. What Sets Us Apart? ? In-House Tax Preparation: From wealth management to tax preparation, we're a 1-stop shop focused on simplifying every area of your financial life. ? Specialized Knowledge in What's Available to You: Decades of experience helping corporate executives make the most of their unique benefits to reach their financial goals. ? Fiduciary Focus: Fee-only advice that always focuses on your best interest first. Discover if WJA is the right choice for you in a complimentary meeting with our team: https://hubs.li/Q036Pb600 #WealthManagement #FinancialPlanning #CorporateExecutives #WhyWJA

You work hard for your BP shares -- don't let the IRS reap the reward! With the right divesting strategy, you can keep more of what you earn and minimize taxes over time. Many BP professionals don't realize that certain income thresholds trigger a 37% withholding rate on their shares from the Share Value Plan, or that the tax treatment on their shares shifts after meeting certain holding requirements. Keep more of what's yours and learn more here: https://hubs.li/Q036Pfsf0

Your Chevron Incentive Plan (CIP) payout is a powerful financial tool, but only if used properly. Make it work smarter for you using these 4 investment and financial planning strategies this month. https://hubs.li/Q036FWpC0

?? Are You Getting the Most from Your Shell Performance Shares, or is the IRS? Shell’s stock compensation plan is a valuable part of your benefits package—but managing it effectively requires a strategic approach. In our latest blog, we cover: ?? Key details about Shell’s stock compensation programs. ?? Tax-efficient strategies to handle performance shares. ?? How to align your shares with your financial goals. ?? Read more and take control of your stock compensation today: https://hubs.li/Q036P1B_0

Shell Employees: Are you retiring at the WORST possible time? ? Choosing the right retirement date from Shell can be more complex than it seems. Have you considered how your last day affects your pension, taxes, and other benefit payouts? Getting this wrong could cost you thousands. Join us for our upcoming webinar, where we’ll break down the timing strategies Shell employees need to know to make the most of their retirement benefits. Don’t leave your money on the table because of poorly timed decisions! ?? Learn more and register here: https://hubs.li/Q036sygc0 #RetirementPlanning #Shell #FinancialPlanning #WealthManagement #TaxStrategies