Alexis Long, MBA, CFP®

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

Why Now Is the Time for Donor-Advised Funds Before 2026 Tax Changes Hit

High-income families and philanthropic investors are increasingly turning todonor-advised funds (DAFs)tosupport the causes they care about, while also reducing taxes. DAFs enable donors to contribute...
November 25, 2025

Managing Your Chevron 401(K)? Here are 9 Ways to Get More in the ESIP

January 25, 2025

End Of Year Financial Planning Checklist for Chevron Professionals

January 23, 2025

3 Retirement Planning Mistakes to Avoid for Chevron Professionals

January 23, 2025

How to Choose your Chevron Retirement Date

January 17, 2025

How Using NUA with Chevron Stock Can Save You Taxes in Retirement

December 31, 2024

5 Ways Chevron Professionals Can Save More During High Inflation

December 31, 2024

How to Maximize Savings Using Your Shell Employee Benefits

December 31, 2024

Bridging: Strategic Steps to Keep Shell Pension Eligibility

December 30, 2024