Library
Webinar

Train Yourself to Make Better Investment Decisions

The average investor makes one bad decision every three to four years. This means one wrong move can impact the success of your long-term financial plan before and after retirement.

Webinar

6 Questions Shell Employees Need to Ask While Planning for Retirement

When it comes to planning your retirement date, it’s all about timing. A number of different timing issues can impact your retirement income, so it’s important to choose a date that maximizes your potential retirement benefits and minimizes your tax liabilities.

Webinar

Timing Your BP Retirement

Choosing the right date to retire from BP is complicated because of the multiple variables at play. Your circumstances are unique and can be affected based on the date you choose. Join us on August 22nd as we take an in-depth look at how these benefits determine the best date to retire from BP.

Webinar

Timing Your Chevron Retirement

As a Chevron employee, do you know the retirement date you choose can have a major effect on your retirement funds? After a long career at Chevron, picking a retirement date can actually be quite complicated. Let’s face it: if you’re not thinking about your employee benefits, taxes, and income distribution when selecting your Chevron […]

Webinar

How to Maximize Your Benefits While Minimizing Taxes

Join us as we discuss strategies on how to take advantage of your corporate employee benefits to minimize your taxes.

Webinar

Are You Prepared for The True Cost of College?

Do you have an appropriate education savings plan? If you plan on providing funds for your children to go to college, you should think about incorporating the cost of education into your financial plan.