Featured Post:
401(k) Contribution Limits & How to Max Out the Chevron Employee Savings Investment Plan (ESIP)
The IRS has recently released the 2025 retirement plan contribution limits. For super-savers at Chevron, this is great news. Chevron employees can now contribute $23,500-$34,750, depending on their...
Self-Employment Tax Considerations When Starting a Consulting Business
by Leah Cessna, CPA
June 24, 2024
Managing Your Chevron 401(K)? Here are 9 Ways to Get More in the ESIP
by Alexis Long, MBA, CFP®
June 21, 2024
How to Pick Your Retirement Date to Optimize Your Chevron Pension
by Alexis Long, MBA, CFP®
May 15, 2024
Why Optimizing Your BP Pension Comes Down to Timing
by John Siegel, CFP®, EA
May 15, 2024
How to Use Donor-Advised Funds for Charitable Giving & to Reduce Taxes
by Steven Chambers, CFA®, CFP®
May 14, 2024
How To Use the Chevron Humankind Program for Charitable Giving & Tax Planning
by Alexis Long, MBA, CFP®
May 14, 2024
Shell Pension Transfer to Prudential: A Guide for Shell Retirees
by Nick Johnson, CFA®, CFP®
May 10, 2024
5 Things to Know About Shell Performance Shares & Stock Compensation
by John Siegel, CFP®, EA
March 12, 2024
5 Ways to Get More From Your Shell Bonus This Year
by Brandon Young, CFP®
March 06, 2024
Willis Johnson & Associates Named One of the Best Places to Work for Financial Advisers in 2024
by Jordan Lynch
February 28, 2024