Steven Chambers, CFA®, CFP®
SR. WEALTH MANAGER
Recent Posts
Featured Post:
401(k) Contribution Limits & How to Max Out the BP ESP (Employee Savings Plan)
The IRS has recently released the2025 retirement plan contribution limits.For super-savers at BP, things are looking up. BP employees can nowcontribute $23,500-$34,750, depending on their age, of...
HSAs at Shell: Tax Advantages, Investment Opportunities, Retirement Savings & More
by Steven Chambers, CFA®, CFP®
December 31, 2024
80 Point & APF: What’s the Difference Between the Shell Pensions
by Steven Chambers, CFA®, CFP®
December 17, 2024
Understanding Chevron's Group Life Insurance Options in Open Enrollment
by Steven Chambers, CFA®, CFP®
October 19, 2024
How to Evaluate Chevron Disability Insurance Options in Open Enrollment
by Steven Chambers, CFA®, CFP®
October 19, 2024
End Of Year Financial Planning Checklist for Chevron Professionals
by Steven Chambers, CFA®, CFP®
October 16, 2024
HSA vs. FSA vs. HRA at Chevron: How to Choose the Right One for You
by Steven Chambers, CFA®, CFP®
October 14, 2024
How to Use Donor-Advised Funds for Charitable Giving & to Reduce Taxes
by Steven Chambers, CFA®, CFP®
May 14, 2024
Understanding Your Chevron Retiree Medical Benefit Plans At Any Age
by Steven Chambers, CFA®, CFP®
August 15, 2023
Understanding Chevron's LTIPs: Restricted Stock, Performance Shares & Stock Options
by Steven Chambers, CFA®, CFP®
June 13, 2022