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4 Ways to Invest Your Chevron Incentive Plan (CIP)
Bonus time can be exhilarating – a large lump sum of cash that Chevron employees can use for many expenses – paying off debt, taking a vacation, or hiding under the mattress for a rainy day. But for...
Understanding the Chevron Retirement Restoration Plan (RRP)
by Alexis Long, MBA, CFP®
August 22, 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
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
Why You Should Hire a Financial Advisor Instead of Handling Your Own Finances
by Alexis Long, MBA, CFP®
July 07, 2020
How is Saving for College Different for High Income Families?
by Alexis Long, MBA, CFP®
September 13, 2019