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Who We Serve
Chevron
Shell
Corporate Executives
BP
How We Serve You
Our Investment Philosophy
Our Process
Tax Services
Our Fees
Why Us?
About Us
Our Story
Our Team
Careers
Resources
Events
Blog
Library
Contact
Client Portal
Willis Johnson & Associates Blog | Financial Planning and Investment Content
Alexis Long, MBA, CFP®
MANAGING DIRECTOR, WEALTH MANAGEMENT
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Recent Posts
Featured Post:
Stock Market News and Investment Insights for 2025
by Nick Johnson, CFA®, CFP®
October 23, 2025
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Navigating Shell Disability Insurance Coverage During Open Enrollment
by Alexis Long, MBA, CFP®
October 14, 2025
How to Evaluate Chevron Disability Insurance Options in Open Enrollment
by Alexis Long, MBA, CFP®
October 14, 2025
Understanding Chevron's LTIPs: Restricted Stock, Performance Shares & Stock Options
by Alexis Long, MBA, CFP®
April 21, 2025
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
Managing Your Chevron 401(K)? Here are 9 Ways to Get More in the ESIP
by Alexis Long, MBA, CFP®
January 25, 2025
End Of Year Financial Planning Checklist for Chevron Professionals
by Alexis Long, MBA, CFP®
January 23, 2025
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