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Total: 49 results found.

How to Invest My Lilly 401(k)

Created on Tuesday, 26 June 2018. Posted in content/blog

... When asked how confident they would be in making the right investment decisions if they had the help of a financial professional, 76% said they would be either extremely or very confident. Without advice, ...

What to do if Your Pension is Frozen or Terminated

Created on Thursday, 21 June 2018. Posted in content/blog

... How important is flexibility in investments and tax planning to me? If your employer freezes or terminates your pension, update your financial plan, taking this change into account. If you are given ...

How Investing is Like the Indy 500

Created on Friday, 25 May 2018. Posted in content/blog

... investors don't get too excited when things are going well, and they don't get down when things are going poorly. Instead, they stick to long-term plans that are built around their financial goals. The ...

Tax Cuts and Jobs Act of 2017: What Taxpayers Need to Know

Created on Friday, 26 January 2018. Posted in content/blog

... individual income tax changes In addition to the major modifications discussed above, several other changes in the act may affect your financial decisions going forward. These are: Family tax credits. ...

Important Things to Remember for VERP Participants

Created on Wednesday, 06 December 2017. Posted in content/blog

... Oaktree what e-mail you would like us to use going forward for you. Investor 360 – if you currently hold Commonwealth accounts with Oaktree Financial Advisors, you will want to confirm that your Investor360° ...

Lilly VERP Analysis - Should I Stay or Should I Go?

Created on Monday, 18 September 2017. Posted in content/blog

... come in to have us help them evaluate their offer. Here's what we're talking to them about, along with a couple of real life examples. Employees should consider if they are financially ready to retire. ...

Lilly HSA Plan Changes – Effective October 3, 2017

Created on Saturday, 09 September 2017. Posted in content/blog

... Oaktree toll-free at 877-901-1631 or info@oaktreeadvisors.com Oaktree Financial Advisors is neither endorsed by or affiliated with Eli Lilly. The information contained herein is provided for informational ...

Eli Lilly Employee Voluntary Early Retirement Program (VERP) Decision

Created on Friday, 08 September 2017. Posted in content/blog

... This is best accomplished through a comprehensive retirement income plan, not an online retirement calculator or "financial advisor" available via phone at a call center. Something as serious and intricate ...

How Investing Should Be Like Summer

Created on Sunday, 09 July 2017. Posted in content/blog

... rates I just have a feeling Contributing to this, or perhaps the very cause of it, is the financial media's relentless spouting of market predictions. If you look at different stories from newspapers, ...

How to Reduce Income Taxes on a Severance Package

Created on Friday, 10 February 2017. Posted in content/blog

... that can be done to aid in reducing your taxes. Discussing your situation with a financial advisor and CPA would be a prudent start. Oaktree Financial Advisors is neither endorsed by nor affiliated with ...

You Can't Use Your Cell Phone When You're Dead

Created on Wednesday, 21 September 2016. Posted in content/blog

... you can protect your family against the terrible financial consequences of a premature death of mom or dad, husband or wife. And what's more important, scanning Facebook on your phone for the latest updates, ...

Your Employer's Life Insurance May Not Be The Best Deal

Created on Friday, 02 September 2016. Posted in content/blog

... around this fall don't just sign up again and forget it. Go ahead and sign up for as much life insurance as you can get. It's the foundation of your financial plan. But then compare it to what an individual ...

Oaktree Financial Advisors - Proud Sponsor of Face of Hope Breakfast

Created on Wednesday, 11 November 2015. Posted in content/blog

Oaktree Financial Advisors is a proud sponsor of the Face of Hope Breakfast presented by the Little Red Door Cancer Agency. The 2015 event will take place on Thursday, November 19 from 7:30 - 8:45 a.m. ...

A Message About the Markets

Created on Tuesday, 25 August 2015. Posted in content/blog

We understand that you may be feeling uneasy about what is happening in our financial markets, but let us reassure you that nothing happening today is unprecedented. We staunchly believe that the ...

In The News

Created on Thursday, 13 August 2015. Posted in content/resources

... Stock Market to Achieve Financial Success The Street, June 4, 2018: Nektar Therapeutics Just Lost More Than $6 Billion in Value Because of One Drug Forbes, June 4, 2018: Don't Know ...