The 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 MoreSummary: 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 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....
Read MoreWow! Big news this week. It looks like we are about to see the largest retirement legislation in over a decade. One part of it will have a massive impact on almost every Oil & Gas retirees and Chemical retirees. Anyone in...
Read MoreHave you ever gassed up your car only to find out later you went to a gas station charging way more than all of the others? I did this recently, and it was infuriating. The most frustrating part was the gas station had their...
Read MoreWhy a Fiduciary Advisor Matters You’ve spent decades building towards financial freedom. If you’re basing critical financial decisions on the advice you’re receiving, it’s worth knowing why that advice...
Read More“Comprehensive Financial Planning.” Almost every financial company offers this, but what does it mean? “Financial Planning” can mean sending you a basic risk survey. Maybe it means a 30 page...
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