Recent Posts
Featured Post:

Why Optimizing Your BP Pension Comes Down to Timing
After decades of hard work, your retirement is just around the corner. The next few months require thoughtful planning and decisions that can affect your long-term financial future. This new chapter...
New Changes to Chevron ESIP Investment Options & What to Do Next
by Alexis Long, MBA, CFP®
May 10, 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 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