Alexis Long, MBA, CFP®

Alexis Long, MBA, CFP®
MANAGING DIRECTOR, WEALTH MANAGEMENT
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Recent Posts

Saving for Retirement? 7 Ways BP Executives Can Save More in the ESP

They say a watched pot never boils. However, if you apply this idiom to your BP Employee Savings Plan (ESP), you may never reach a boil or quickly boil over. Unlike some 401(K) plans, the BP ESP is...
March 04, 2025

Rules You Need to Know to do an IRA Qualified Charitable Distribution

October 19, 2016