Young adults, or anyone new to managing their own finances, often feel stuck when they think about money. In an age of unlimited access to information, advice, and opinions, deciding what to prioritize can feel paralyzing. At some point, all of us have asked the question “Where do I start?”

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.

The end of the year is quickly approaching, which may prompt a review of any final tax planning strategies to employ before December 31. The fall and winter holiday season also turns our minds to gratitude and giving. Perhaps surprisingly, these year-end considerations are not mutually exclusive.

Warren Street Wealth Advisors just keeps growing! Last month, we used this space to make virtual introductions to our team members and the role they play in serving you. As the team continues to grow and reach new heights, we want to introduce you to another new member - Jessica Walker, Client Service Associate.

Retirement can seem like the most exciting thing in the world — and the most overwhelming. On one hand, you finally get to spend your time on your terms. Maybe that’s traveling the world. Maybe it’s spending more time with your grandkids. Or maybe it’s just spending quiet evenings at home. 

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.

If you've struggled with credit, it can be tempting to look for a quick fix or fall victim to a scam that will end up making you spend more money. You can work on repairing your credit yourself, and you should.