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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...
Bridging: Strategic Steps to Keep Shell Pension Eligibility
by Alexis Long, MBA, CFP®
December 30, 2024
How to Pick Your Retirement Date to Optimize Your Chevron Pension
by Alexis Long, MBA, CFP®
May 15, 2024
How To Use the Chevron Humankind Program for Charitable Giving & Tax Planning
by Alexis Long, MBA, CFP®
May 14, 2024
Understanding Your Chevron Retiree Medical Benefit Plans At Any Age
by Alexis Long, MBA, CFP®
August 15, 2023
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 the Shell Medicare Advantage PPO Plan
by Alexis Long, MBA, CFP®
July 28, 2023
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
How to Get the Full Chevron 401(k) Match (and Why People Miss Out)
by Alexis Long, MBA, CFP®
October 04, 2021
How to Find the Right Financial Advisor for You
by Alexis Long, MBA, CFP®
September 02, 2020

