Alexis Long, MBA, CFP®

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

How Mega Backdoor Roth Contributions Can Boost Your Retirement Savings

When thinking about retirement, a few essential to-dos come to mind as you work toward financial independence to ensure you're on track. If you're checking your investment allocations and managing...
November 25, 2024

Shell Open Enrollment: Understanding Your Life Insurance Options

October 18, 2024

Navigating Shell Disability Insurance Coverage During Open Enrollment

October 18, 2024

How to Choose your Chevron Retirement Date

March 13, 2024

4 Ways to Invest Your Chevron Incentive Plan (CIP)

February 27, 2024

How to Maximize Savings Using Your Shell Retirement Benefits

February 14, 2024

3 Retirement Planning Mistakes to Avoid for Chevron Professionals

February 08, 2024