New Heights Planning
  • WHO WE SERVE ▾
    • OIL AND GAS
    • CASE STUDY
  • ABOUT
  • SERVICES ▾
    • FINANCIAL INDEPENDENCE FRAMEWORK
    • SERVICES
    • FEES
  • RESOURCES ▾
    • SHELL GUIDEBOOK
    • VIDEOS
    • INTERVIEWS
  • CLIENT PORTAL
  • GET STARTED
  • Menu Menu

Leaving Shell – Severance

https://newheightsplanning.com/wp-content/uploads/2024/06/Leaving-Shell-Severance-Thumbnail.png 1080 1920 Trevor Winter https://newheightsplanning.com/wp-content/uploads/2021/07/New-Heights-Logos_final-1-e1626882986852.png Trevor Winter2024-06-19 13:25:142024-06-19 13:25:14Leaving Shell – Severance

Leaving Shell – Health Insurance

https://newheightsplanning.com/wp-content/uploads/2024/06/Leaving-Shell-Health-Insurance-Thumbnail.png 1080 1920 Trevor Winter https://newheightsplanning.com/wp-content/uploads/2021/07/New-Heights-Logos_final-1-e1626882986852.png Trevor Winter2024-06-12 13:21:512024-06-12 13:21:51Leaving Shell – Health Insurance

Rule of 72

https://newheightsplanning.com/wp-content/uploads/2024/06/Rule-of-72-Thumbnail.png 1080 1920 Trevor Winter https://newheightsplanning.com/wp-content/uploads/2021/07/New-Heights-Logos_final-1-e1626882986852.png Trevor Winter2024-06-05 14:54:042024-06-05 14:54:04Rule of 72

Cash vs. Stocks

https://newheightsplanning.com/wp-content/uploads/2024/05/Cash-vs-Stocks-Thumbnail.png 1080 1920 Trevor Winter https://newheightsplanning.com/wp-content/uploads/2021/07/New-Heights-Logos_final-1-e1626882986852.png Trevor Winter2024-05-15 16:56:402024-05-15 16:56:40Cash vs. Stocks

Biden Tax Return

https://newheightsplanning.com/wp-content/uploads/2024/04/Financial-Planning-Opportunities-for-Joe-and-Jill-Biden.-heading.png 1080 1920 Trevor Winter https://newheightsplanning.com/wp-content/uploads/2021/07/New-Heights-Logos_final-1-e1626882986852.png Trevor Winter2024-04-25 19:23:102024-04-25 19:40:08Biden Tax Return

Mega Back Door Roth – Part 3

https://newheightsplanning.com/wp-content/uploads/2024/04/Mega-Back-Door-Roth-Part-3-Thumbnail.png 1080 1920 Trevor Winter https://newheightsplanning.com/wp-content/uploads/2021/07/New-Heights-Logos_final-1-e1626882986852.png Trevor Winter2024-04-18 15:01:372024-04-18 15:05:46Mega Back Door Roth – Part 3

Mega Back Door Roth – Part 2

https://newheightsplanning.com/wp-content/uploads/2024/04/Mega-Back-Door-Roth-Part-2-Thumbnail.png 1080 1920 Trevor Winter https://newheightsplanning.com/wp-content/uploads/2021/07/New-Heights-Logos_final-1-e1626882986852.png Trevor Winter2024-04-03 15:32:182024-04-18 15:03:44Mega Back Door Roth – Part 2

Mega Back Door Roth – Part 1

https://newheightsplanning.com/wp-content/uploads/2024/03/Mega-Back-Door-Roth-Part-1.png 1080 1920 Trevor Winter https://newheightsplanning.com/wp-content/uploads/2021/07/New-Heights-Logos_final-1-e1626882986852.png Trevor Winter2024-03-28 13:44:272024-04-18 15:04:41Mega Back Door Roth – Part 1

2021 Shell PSP Results

https://newheightsplanning.com/wp-content/uploads/2024/03/Thumbanail.png 1080 1920 Trevor Winter https://newheightsplanning.com/wp-content/uploads/2021/07/New-Heights-Logos_final-1-e1626882986852.png Trevor Winter2024-03-14 14:05:542024-03-14 14:05:542021 Shell PSP Results

When Back-Door Roth IRA’s Fail

https://newheightsplanning.com/wp-content/uploads/2024/02/Thumbnail-IRA-aggregation-Rule-.png 1080 1920 Trevor Winter https://newheightsplanning.com/wp-content/uploads/2021/07/New-Heights-Logos_final-1-e1626882986852.png Trevor Winter2024-02-28 20:11:482024-02-28 20:11:48When Back-Door Roth IRA’s Fail

Why Did My 401(k) Contributions Stop? (2024)

https://newheightsplanning.com/wp-content/uploads/2024/02/Thumbnail-revise-.png 1080 1920 cs https://newheightsplanning.com/wp-content/uploads/2021/07/New-Heights-Logos_final-1-e1626882986852.png cs2024-02-07 15:32:282024-02-07 15:32:28Why Did My 401(k) Contributions Stop? (2024)

Invest Smarter, Minimize Taxes

https://newheightsplanning.com/wp-content/uploads/2024/01/Thumbnail.png 1080 1920 cs https://newheightsplanning.com/wp-content/uploads/2021/07/New-Heights-Logos_final-1-e1626882986852.png cs2024-01-31 14:45:052024-01-31 14:45:05Invest Smarter, Minimize Taxes
Page 3 of 8‹12345›»

WANT TO LEARN MORE FROM
NEW HEIGHTS PLANNING?

Receive our twice-monthly original videos about all things finance, for Shell employees, directly to your inbox! The videos are concise, they are free, and we keep your information private.

You must confirm your email address to complete the subscription request.
Please check your junk/spam folder if the verification request email is not in your inbox.

WANT TO LEARN MORE FROM NEW HEIGHTS PLANNING?

Receive our twice-monthly original videos about all things finance, for Shell employees, directly to your inbox! The videos are concise, they are free, and we keep your information private.

You must confirm your email address to complete the subscription request. Please check your junk/spam folder if the verification request email is not in your inbox.

CONTACT

Trevor Winter, CFP®
(832) 787-1912
trevor.winter@newheightsplanning.com

QUICK LINKS

ADV Part 2A/B
Privacy Policy
Disclosures

SOCIAL

   

New Heights Planning is not endorsed by nor affiliated with Shell.
© Copyright - New Heights Planning | Designed by Cobalt & Sapphire
Scroll to top