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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 Lily. 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

... 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 as your retirement deserves more ...

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

... http://www.thecreditsolutionprogram.com/what-you-need-to-know-about-quarterly-estimated-tax-payments/%20 Financialeducatorscouncil.org, May 14, 2015: Two Financial Education Books Stand Out to Advise ...

Four Things Every Lilly Employee Should Know

Created on Thursday, 16 July 2015. Posted in content/blog

*Oaktree Financial Advisors is neither endorsed by nor affiliated with Eli Lilly We all have busy lives and because of that we all have things that we should be doing that don't get done. Even with ...

8 Money Rules for Newlyweds

Created on Friday, 15 May 2015. Posted in content/blog

... fund and pay off any credit card or student loan debts you have. Do these things from the beginning of your marriage and you'll establish good money habits and a strong financial foundation for your ...

How the Indy 500 is Like Your Investments

Created on Friday, 08 May 2015. Posted in content/blog

... plans that are built around their financial goals and their tolerance for risk.  We believe that the best way to reach those long term goals is to remain disciplined and patient – whether you are ...

Six Smart Things to Do With Your Tax Refund

Created on Thursday, 30 April 2015. Posted in content/blog

... fund. A robust emergency fund is your financial security blanket. You'll sleep better at night with the peace of mind that if the water heater goes out or you have an expensive car repair, you've got the ...

Four Things You Need to Know About Money

Created on Monday, 27 April 2015. Posted in content/blog

April is National Financial Literacy Month. The purpose is to remind Americans of the importance of being knowledgeable about financial topics and how to establish and maintain healthy financial habits. ...