ConocoPhillips 401K is ripe with opportunity and just one piece of an excellent benefits plan. But with these benefits come critical tax decisions. NUA is certainly one of them. By utilizing NUA, you are setting your assets up...
Read MoreIn this post, we talk through strategies around stock losses and tax loss harvesting. While it’s never fun to see your company’s stock trading at a substantial loss, you can use it to your advantage moving forward if you sell...
Read MoreThe ExxonMobil benefit structure is unique. If you’ve worked at ExxonMobil for the past few decades, you have seen your company put in significantly more money than the average American. This is a good thing, to be clear....
Read MoreFinding the right financial advisor is a convoluted mess. More investors are demanding to work with a fee-only financial advisor —Advisors subject to the fiduciary standard who do not receive commissions or kickbacks. Good news:...
Read MoreOpen enrollment is a two-week window related to Occidental Petroleum benefits where employees make decisions on some of their company benefits and coverages. It isn’t given much attention by most even though some of the...
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