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Spend Your Bonus?

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Inflation and 3 Actions to Consider

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2021 GESPP Results Breakdown

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Retirement Accounts and Job Changes

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Modern Financial Planning

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Gifting this Holiday Season

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A Major Career Transition

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Year-End Tax Planning

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Disability Insurance Explained

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Optimizing your 401(k) – Part 3

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Optimizing your 401(k) – Part 2

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Optimizing your 401(k) – Part 1

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WANT TO LEARN MORE FROM NEW HEIGHTS PLANNING?

Receive our twice-monthly original videos about all things finance, for Shell employees, directly to your inbox! The videos are concise, they are free, and we keep your information private.

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CONTACT

Trevor Winter, CFP®
(832) 787-1912
trevor.winter@newheightsplanning.com

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