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BRIDGING THE GAP

Personal advice and wealth management.

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Choosing Between Traditional Medicare and the ExxonMobil Medicare Primary Option (MPO) Thumbnail

Choosing Between Traditional Medicare and the ExxonMobil Medicare Primary Option (MPO)

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?

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How Much ExxonMobil NUA Stock is Too Much? Thumbnail

How Much ExxonMobil NUA Stock is Too Much?

Mae West, an iconic 20th century American actress, singer, comedian and sex symbol, reportedly once said “Too much of a good thing is wonderful.” We’re pretty sure Mae wasn’t talking about net unrealized appreciation (NUA). But Mae’s observation raises a valid question. “Can there be too much of this good thing, this NUA?”

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