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You’re an ExxonMobil retiree and about to turn 65. You need to make a decision about health insurance. You can move seamlessly from the ExxonMobil Retiree Medical Plan option to the ExxonMobil Medicare Primary Option (MPO), also known as a Medicare Advantage plan, or you can opt-out of the MPO and go into traditional Medicare. How should you make the decision? What are the differences or key variables you should consider?This is the audio version of a blog posted on our website (investecwealt...

If you’ve ever left an employer in whose 401(k) plan you participated, did you make an informed decision about what to do about your account? We offer five objectives to help decide what’s right for you. But please, don’t just forget you have the account!This is the audio version of a blog posted on our website (investecwealth.com) on August 27, 2021. The blog post itself can be found here.Disclaimer: The information provided here is general and intended as educational in nature. It is not in...

As we grow older, I suspect we all have moments in which we wonder whether we’re experiencing normal forgetfulness…or are we showing the first signs of dementia? We may joke about it, but we have to think about the possibility if we’re realistic. Here are four steps to take to prepare yourself and your loved ones for the possibility you may at some point suffer from diminished mental capability or be at increased risk of financial exploitation.This is the audio version of a blog posted on our...

News that ExxonMobil will resume the company match to the ExxonMobil Savings Plan in October gives you a planning basis for maximizing after-tax dollars going into your account. If you're inclined to max out, follow along here to calculate the amount you can contribute as a Special Contribution.This is the audio version of a blog posted on our website (investecwealth.com) on July 22, 2021. The blog post itself can be found here.Disclaimer: The information provided here is general and intended...

Life has likely felt like a whirlwind since the pandemic started. While adjusting to the new normal, it’s possible your insurance coverage has not been top of mind. But in reality, you could be missing out by not reevaluating your current coverage. Here are four insurance areas you should reevaluate right away.This is the audio version of a blog posted on our website (investecwealth.com) on July 13, 2021. The blog post itself can be found here.Disclaimer: The information provided here is gene...

At its core, financial advice helps you with your money. What is it about your money that makes it susceptible to help? This blog explains why folks in mid- to late-career who are accumulating retirement savings should be working with a competent financial advisor.This is the audio version of a blog posted on our website (investecwealth.com) on June 22, 2021. The blog post itself can be found here.Disclaimer: The information provided here is general and intended as educational in nature. It i...