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

4 Ways to Invest Your Chevron Incentive Plan (CIP)

February 05, 2025

How to Use Donor-Advised Funds for Charitable Giving & to Reduce Taxes

February 05, 2025

HSA vs. FSA vs. HRA at Chevron: How to Choose the Right One for You

February 04, 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

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

How to Maximize Savings Using Your Shell Employee Benefits

December 31, 2024