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Why Now Is the Time for Donor-Advised Funds Before 2026 Tax Changes Hit
High-income families and philanthropic investors are increasingly turning todonor-advised funds (DAFs)tosupport the causes they care about, while also reducing taxes. DAFs enable donors to contribute...
How to Choose your Chevron Retirement Date
by Alexis Long, MBA, CFP®
January 17, 2025
Understanding the Risks & Benefits of Private Market Investments
by Stella Hoover
January 06, 2025
How Using NUA with Chevron Stock Can Save You Taxes in Retirement
by Alexis Long, MBA, CFP®
December 31, 2024
5 Ways Chevron Professionals Can Save More During High Inflation
by Alexis Long, MBA, CFP®
December 31, 2024
Understanding Stock Compensation in the BP Share Value Plan & How it’s Taxed
by John Siegel, CFP®, EA
December 31, 2024
HSAs at Shell: Tax Advantages, Investment Opportunities, Retirement Savings & More
by Alexis Long, MBA, CFP®
December 31, 2024
Retirement Planning for BP Professionals: 3 Mistakes to Avoid
by John Siegel, CFP®, EA
December 31, 2024
How to Determine The Best Date for a BP Retirement
by John Siegel, CFP®, EA
December 31, 2024
How to Maximize Savings Using Chevron Retirement Benefits in Tax-Beneficial Ways
by Alexis Long, MBA, CFP®
December 31, 2024
How to Maximize Savings Using Your Shell Employee Benefits
by Alexis Long, MBA, CFP®
December 31, 2024

