Retirement 6 Questions If You’re Within 5 Years of Retirement at ExxonMobil April 27, 2021 - If retirement is only five years or less away, you should have a pretty good notion of what life will look like for you in…
Retirement Choosing Between Traditional Medicare and the ExxonMobil Medicare Primary Option (MPO) November 7, 2023 - 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…
Incentive Stock Options Incentive Stock Options and the Alternative Minimum Tax Catch-22 July 8, 2025 - Here’s why AMT can be problematic: If you exercise enough incentive stock options and continue to hold the stock from the options you exercised, you…
Economic and Market Outlooks Video: July 2025 Economic & Market Outlook July 1, 2025 - The financial markets seem to be sending us a message about presidential policies and the “Big, Beautiful Bill.” Jim Lebenthal explores what they might be…
Cross-Border Planning Portugal for U.S. Expats July 2, 2025 - This Insight examines the key considerations for U.S. expats considering a move to Portugal, whether as full-time retirees, part-time residents, digital nomads, or investors seeking…