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Cfda Professional

What is a CDFA Professional?

The role of the CDFA is to assist the client and his/her lawyer to understand how...

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Five Common Questions

Retirement Accounts in Divorce: Five Common Questions

​Retirement accounts are complicated, especially in divorce. Here are some questions you may run into.

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401 K

What is the Difference Between the ESOP and Common Shares in My Chevron 401(k)?

The implications of misunderstanding the difference could cost a retiree thousands in taxes at retirement.

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Marathon Employees: Planning for Life in Retirement

There is a lot that goes into adequately planning for life in retirement. Mark and Mary, like many other couples..

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How Will Changes in Interest Rates Affect Your Chevron Lump Sum?

​When Donald Trump was elected the next President of the United States, a lot of questions were raised. The stock market did not...

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COP and P66 Retirees Engineer the Financial Bridge to Retirement Before 59 ½

Many of our COP and P66 pre-retiree clients want to separate service between the ages of 55 and 59 ½, but delay retirement ...

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