In 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...
Read MoreWealth preservation takes an entirely separate frame of mind compared to someone accumulating wealth. At this point, managing your family becomes as important as managing your finances. Family topics can be sensitive topics....
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