Recent Posts
Featured Post:
6 Strategies to Reduce Taxable Income for High-Earners
It's an old adage, but one that especially rings true as we gear up for tax season: if you fail to plan, you plan to fail. Tax planning is a crucial component of any comprehensive financial plan and...
How to Choose your Chevron Retirement Date
by Alexis Long, MBA, CFP®
April 08, 2026
4 Ways to Invest Your Chevron Incentive Plan (CIP)
by Alexis Long, MBA, CFP®
March 06, 2026
What to Consider Before Accepting a Severance Package From Shell
by Alexis Long, MBA, CFP®
January 21, 2026
How To Use Company Stock, a 401(k) & Net Unrealized Appreciation for Tax Savings
by Alexis Long, MBA, CFP®
January 21, 2026
80 Point & APF: What’s the Difference Between the Shell Pensions
by Alexis Long, MBA, CFP®
January 21, 2026
Asset Allocation: The Key Component For Your Investment Strategy
by Alexis Long, MBA, CFP®
January 21, 2026
401(k) Contribution Limits & How to Max Out the Shell Provident Fund
by Alexis Long, MBA, CFP®
November 13, 2025
401(k) Contribution Limits & How to Max Out the Chevron Employee Savings Investment Plan (ESIP)
by Alexis Long, MBA, CFP®
November 13, 2025
Navigating Shell Disability Insurance Coverage During Open Enrollment
by Alexis Long, MBA, CFP®
October 14, 2025
Understanding Chevron's LTIPs: Restricted Stock, Performance Shares & Stock Options
by Alexis Long, MBA, CFP®
April 21, 2025

