Recent Posts
Featured Post:

Navigating Shell Disability Insurance Coverage During Open Enrollment
Every fall, we hear the same concerns from Shell employees about their annual open enrollment period – with so many election options to choose from, how can you know if you’ve chosen the right...
Navigating Shell Disability Insurance Coverage During Open Enrollment
by Alexis Long, MBA, CFP®
October 14, 2025
How to Evaluate Chevron Disability Insurance Options in 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
Chevron’s Relocation to Houston: What Employees Need to Know
by Alexis Long, MBA, CFP®
March 31, 2025
How to Use a Health Savings Account (HSA) in Your Retirement Savings Strategy
by Alexis Long, MBA, CFP®
February 13, 2025
4 Ways to Invest Your Chevron Incentive Plan (CIP)
by Alexis Long, MBA, CFP®
February 05, 2025
How to Use Donor-Advised Funds for Charitable Giving & to Reduce Taxes
by Alexis Long, MBA, CFP®
February 05, 2025
HSA vs. FSA vs. HRA at Chevron: How to Choose the Right One for You
by Alexis Long, MBA, CFP®
February 04, 2025
Managing Your Chevron 401(K)? Here are 9 Ways to Get More in the ESIP
by Alexis Long, MBA, CFP®
January 25, 2025
End Of Year Financial Planning Checklist for Chevron Professionals
by Alexis Long, MBA, CFP®
January 23, 2025