Recent Posts
Featured Post:
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...
Understanding Shell Retiree Health Insurance Benefits for Anyone Hired Before 2006
by Alexis Long, MBA, CFP®
August 08, 2023
How Shell Retirees Can Make the Most of Shell's Medicare Advantage PPO Plan
by Alexis Long, MBA, CFP®
July 28, 2023
New Changes to Chevron ESIP Investment Options & What to Do Next
by Alexis Long, MBA, CFP®
May 10, 2023
How to Pick Your Retirement Date to Optimize Your Chevron Pension
by Alexis Long, MBA, CFP®
April 19, 2023
Managing Your Chevron 401(K)? Here are 9 Ways to Get More in the ESIP
by Alexis Long, MBA, CFP®
April 05, 2023
5 Ways Chevron Professionals Can Save More During High Inflation
by Alexis Long, MBA, CFP®
December 15, 2022
Understanding the Chevron Retirement Restoration Plan (RRP)
by Alexis Long, MBA, CFP®
August 22, 2022
How To Use the Chevron Humankind Program for Charitable Giving & Tax Planning
by Alexis Long, MBA, CFP®
January 06, 2022
How to Rollover After-Tax Contributions from Chevron's 401(k) to a Roth IRA
by Alexis Long, MBA, CFP®
December 27, 2021
3 Rules You Should Know About How an HSA Works
by Alexis Long, MBA, CFP®
December 01, 2021