Chevron 401(k) Changes: Unpacking Your New Funds
As of June 1, 2023, Chevron employees’ 401(k) funds are changing. In this post, Chevron retiree and financial advisor Len Hanson breaks down what this could mean for your portfolio.
Entries by Len Hanson
Chevron Employees: How to Retire in 2023
Feeling like 2023 is your year to retire from Chevron, but afraid to take the plunge? Read on for steps you can take today.
Update: Should I Sell Some of My Chevron Stock?
With Chevron’s stock price hovering around $185,* this might be a good time for employees to diversify their portfolios by selling stock. Our Warren Street team is here to help you talk through all your options!
*(As of 11/22/22.)
Chevron Employees: Avoid These Common Estate Planning Mistakes
Estate planning is one of the most important things you can do to protect your family and your assets, yet it’s commonly relegated to an afterthought. Here are the most common mistakes Len Hanson has seen — and how you can avoid them.
Should I Sell My Chevron Stock?
With Chevron stock at a 10-year high of $170.90 (as of 03/10/2022), many Chevron employees are wondering if this is the time to sell. In this post, former Chevron employee Len Hanson shares his advice to clients
Could I Retire Early from Chevron?
As a financial planner whose client base is largely made up of Chevron employees and retirees, I can’t tell you how many times I’ve gotten questions about early retirement in the last year. It seems people are enjoying the freedom of working remotely and are interested in at least exploring — if not executing on — their early retirement options.
How Interest Rates Impact Your Chevron Pension
Rising interest rates have been a hot topic in the financial press, and many of my clients are wondering what the impact will be on their Chevron pension — specifically, their lump sum.