Willis Johnson & Associates Blog | Financial Planning and Investments

Alexis Long, MBA, CFP®

MANAGING DIRECTOR, WEALTH MANAGEMENT

Recent Posts

Understanding Chevron's LTIPs: Restricted Stock, Performance Shares & Stock Options

After years of building your career at Chevron, climbing the ladder to specific salary grades is a significant accomplishment. However, for participants in salary grades 26 (PSG-26) and above,...

by Alexis Long, MBA, CFP®

April 21, 2025

What is Your Shell Pension Plan Really Worth? Here’s How to Calculate It.

by Alexis Long, MBA, CFP®

July 25, 2019

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

Alexis Long, MBA, CFP®

Recent Posts

Understanding Chevron's LTIPs: Restricted Stock, Performance Shares & Stock Options

What is Your Shell Pension Plan Really Worth? Here’s How to Calculate It.

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

Did you know that if you are not participating in your employee stock purchase plan, you could be leaving money on the table?

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Alexis Long, MBA, CFP®

Recent Posts

Understanding Chevron's LTIPs: Restricted Stock, Performance Shares & Stock Options

What is Your Shell Pension Plan Really Worth? Here’s How to Calculate It.

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

Did you know that if you are not participating in your employee stock purchase plan, you could be leaving money on the table?

Companies

Categories

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Who We Serve

How We Serve You

About Us

Resources