Summary: NUA can be a good option for some company stock in the Exxon 401(k), but it can also trigger a higher tax bill if it’s not planned properly. It’s important to understand how to prescribe your opportunity (or lack of)...
Read MoreWant to watch a video on this savings topic instead? Click here-I recommend 1.5x speed! Quick Overview Planning for income in retirement has become a core area of academic research and a core offering of many investment...
Read MoreQuick Overview – For young oil and gas professionals, Good decisions and bad decisions are amplified in your 40’s because of how much time you have. It’s critical not just to know what compound interest is, but understand...
Read MoreSound financial decisions, spending less than you make, investing for the long-term, and avoiding big investment mistakes. These ideas are pretty standard financial advice. Disobey them at your peril. But my office is in a...
Read MoreNervous. When I started this firm, I was very apprehensive about going all-in on a niche. The idea that I would put myself out to the public as being for one small group of people (Oil & Gas/Chem) professionals terrified me....
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