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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...
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