Sarah Sikorski, CPA, CFP®
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DIRECTOR, WEALTH MANAGEMENT
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4 Ways to Invest Your Chevron Incentive Plan (CIP)
Bonus time can be exhilarating – a large lump sum of cash that Chevron employees can use for many expenses – paying off debt, taking a vacation, or hiding under the mattress for a rainy day. But for...
Retirement Withdrawal Strategies to Lower Taxes
by Sarah Sikorski, CPA, CFP®
December 27, 2021