Alexis Long, MBA, CFP®

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

401(K) Income Limits: The Mistake Professionals Earning Over $345,000 Often Make

Many executives believe that they're maxing out their 401(k) contributions year after year. However, due to the IRS' 2024 401(a)(17) limitation of $345,000 in income and the impact it has on both...
March 26, 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

Shell Retirement Planning & Essential Mistakes to Avoid

February 08, 2024

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

November 10, 2023

Navigating Shell Disability Insurance Coverage During Open Enrollment

September 27, 2023

Shell Open Enrollment: Understanding Your Life Insurance Options

September 27, 2023