Alexis Long, MBA, CFP®

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

Tax Planning for Retirees: Navigating the Medicare and Social Security Tax Rates

There's a right and wrong way to make withdrawals to maximize tax efficiency when you retire. If you plan for your withdrawals and income properly, you can efficiently and effectively implement...
January 06, 2022

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

December 07, 2021

How to Get the Full Chevron 401(k) Match (and Why People Miss Out)

October 04, 2021

How to Pick Your Retirement Date to Optimize Your Chevron Pension

September 28, 2021

Asset Allocation: The Key Component For Your Investment Strategy

February 12, 2021