Recent Posts
Featured Post:

Chevron’s Relocation to Houston: What Employees Need to Know
Chevron’s restructuring means big changes for many San Ramon employees. If you’ve received a relocation offer, you’re facing an important decision—move to Houston or consider alternative options....
Chevron’s Relocation to Houston: What Employees Need to Know
by Alexis Long, MBA, CFP®
March 31, 2025
How to Use a Health Savings Account (HSA) in Your Retirement Savings Strategy
by Alexis Long, MBA, CFP®
February 13, 2025
4 Ways to Invest Your Chevron Incentive Plan (CIP)
by Alexis Long, MBA, CFP®
February 05, 2025
How to Use Donor-Advised Funds for Charitable Giving & to Reduce Taxes
by Alexis Long, MBA, CFP®
February 05, 2025
HSA vs. FSA vs. HRA at Chevron: How to Choose the Right One for You
by Alexis Long, MBA, CFP®
February 04, 2025
End Of Year Financial Planning Checklist for Chevron Professionals
by Alexis Long, MBA, CFP®
January 23, 2025
3 Retirement Planning Mistakes to Avoid for Chevron Professionals
by Alexis Long, MBA, CFP®
January 23, 2025
401(k) Contribution Limits & How to Max Out the Chevron Employee Savings Investment Plan (ESIP)
by Alexis Long, MBA, CFP®
January 22, 2025
How to Choose your Chevron Retirement Date
by Alexis Long, MBA, CFP®
January 17, 2025
How Using NUA with Chevron Stock Can Save You Taxes in Retirement
by Alexis Long, MBA, CFP®
December 31, 2024