Recent Posts
Featured Post:
What to Consider Before Accepting a Severance Package From Shell
Severance. It’s a term that can evoke anxiety; most of us aren’t ready to talk about it or hear the phrase “severance package” discussed in conjunction with our career. How can a severance package...
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

