Recent Posts
Featured Post:

Chevron’s Relocation to Houston: What Employees Need to Know
Chevron’s restructuring means big changes for many San Ramon employees. If you’ve received a relocation offer, you’re facing an important decision—move to Houston or consider alternative options....
How to Evaluate Chevron Disability Insurance Options in Open Enrollment
by Alexis Long, MBA, CFP®
October 19, 2024
Shell Open Enrollment: Understanding Your Life Insurance Options
by Alexis Long, MBA, CFP®
October 18, 2024
Navigating Shell Disability Insurance Coverage During Open Enrollment
by Alexis Long, MBA, CFP®
October 18, 2024
Managing Your Chevron 401(K)? Here are 9 Ways to Get More in the ESIP
by Alexis Long, MBA, CFP®
June 21, 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
New Changes to Chevron ESIP Investment Options & What to Do Next
by Alexis Long, MBA, CFP®
May 10, 2023