Featured Post:
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...
How to Get the Full Chevron 401(k) Match (and Why People Miss Out)
by Alexis Long, MBA, CFP®
October 04, 2021
The Importance of Diversification: How Much Company Stock is Too Much in Your Portfolio?
by Nick Johnson, CFA®, CFP®
March 19, 2021
How U.S. Expatriates Can Avoid Costly Tax Penalties or Double-Taxation Abroad
by Leah Cessna, CPA
November 10, 2020
Tax Loss Harvesting: How to Benefit From Your Investment Losses
by Leah Cessna, CPA
October 19, 2020
How to Find the Right Financial Advisor for You
by Alexis Long, MBA, CFP®
September 02, 2020
How is Saving for College Different for High Income Families?
by Alexis Long, MBA, CFP®
September 13, 2019
How to Plan for Health Care after Retiring from Chevron
by John Siegel, CFP®, EA
August 19, 2019
Understanding Your Healthcare Benefits After Retiring From Shell
by John Siegel, CFP®, EA
August 19, 2019
What is Your Shell Pension Plan Really Worth? Here’s How to Calculate It.
by Alexis Long, MBA, CFP®
July 25, 2019
What You Should Know About Backdoor Roth IRAs vs. Brokerage Accounts
by Nick Johnson, CFA®, CFP®
May 01, 2019

