Recent Posts
Featured Post:
How Mega Backdoor Roth Contributions Can Boost Your Retirement Savings
When thinking about retirement, a few essential to-dos come to mind as you work toward financial independence to ensure you're on track. If you're checking your investment allocations and managing...
How to Get the Full Chevron 401(k) Match (and Why People Miss Out)
by Alexis Long, MBA, CFP®
October 04, 2021
How To Use Company Stock, a 401(k) & Net Unrealized Appreciation for Tax Savings
by Alexis Long, MBA, CFP®
April 01, 2021
How to Change Your Asset Allocation & Investment Strategy for Retirement
by Alexis Long, MBA, CFP®
February 12, 2021
Asset Allocation: The Key Component For Your Investment Strategy
by Alexis Long, MBA, CFP®
February 12, 2021
How to Find the Right Financial Advisor for You
by Alexis Long, MBA, CFP®
September 02, 2020
Important Updates to Your Shell Provident Fund Investment Options
by Alexis Long, MBA, CFP®
July 24, 2020
Why You Should Hire a Financial Advisor Instead of Handling Your Own Finances
by Alexis Long, MBA, CFP®
July 07, 2020
How Using NUA with Chevron Stock Can Save You Taxes in Retirement
by Alexis Long, MBA, CFP®
October 02, 2019
How is Saving for College Different for High Income Families?
by Alexis Long, MBA, CFP®
September 13, 2019
Bridging: Strategic Steps to Keep Pension Eligibility For Shell Employees
by Alexis Long, MBA, CFP®
August 21, 2019