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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...
What is Your Shell Pension Plan Really Worth? Here’s How to Calculate It.
by Alexis Long, MBA, CFP®
July 25, 2019
What You Need to Consider Before Accepting a Severance Package From Shell
by Alexis Long, MBA, CFP®
May 30, 2019
Financial Fact | Soaring Education Costs
by Alexis Long, MBA, CFP®
July 18, 2017
5 Questions You Should Consider When Using 529 Plans for Education
by Alexis Long, MBA, CFP®
December 19, 2016
Rules You Need to Know to do an IRA Qualified Charitable Distribution
by Alexis Long, MBA, CFP®
October 19, 2016
Did you know that if you are not participating in your employee stock purchase plan, you could be leaving money on the table?
by Alexis Long, MBA, CFP®
July 18, 2016