Alexis Long, MBA, CFP®

Alexis Long, MBA, CFP®
MANAGING DIRECTOR, WEALTH MANAGEMENT
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Recent Posts

401(k) Contribution Limits & How to Max Out the Shell Provident Fund

The IRS has recently released the 2026 retirement plan contribution limits, and starting January 1, 2026, many provisions under SECURE Act 2.0 are officially underway. For super-savers at Shell, this...
November 13, 2025

401(k) Contribution Limits & How to Max Out the Shell Provident Fund

November 13, 2025

Navigating Shell Disability Insurance Coverage During Open Enrollment

October 14, 2025

Chevron’s Relocation to Houston: What Employees Need to Know

March 31, 2025

4 Ways to Invest Your Chevron Incentive Plan (CIP)

February 05, 2025

How to Use Donor-Advised Funds for Charitable Giving & to Reduce Taxes

February 05, 2025

HSA vs. FSA vs. HRA at Chevron: How to Choose the Right One for You

February 04, 2025