Alexis Long, MBA, CFP®

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

How to Use Cash Reserves as an Emergency Fund for Retirement

You’ve finally made it to retirement. You’ve achieved the goal of financial independence. Now what? In this article, we talk about making tax-efficient withdrawals in retirement. While smart...
February 13, 2026

What to Consider Before Accepting a Severance Package From Shell

January 21, 2026

80 Point & APF: What’s the Difference Between the Shell Pensions

January 21, 2026

Asset Allocation: The Key Component For Your Investment Strategy

January 21, 2026

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