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How to Reduce Income Taxes on a Severance Package

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

... health insurance coverage for you and your family and you are using the HSA. The maximum amount you can contribute is $6,750 for 2017. Lilly makes a contribution to your HSA of $1,600 per year which counts ...

15 Things to do When You Lose Your Job

Created on Monday, 09 January 2017. Posted in content/blog

... your state's unemployment insurance progam and file for unemployment benefits. This is money that your state will pay you during your unemployment to help you meet your bills. Don't think of this money ...

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

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

I talk to people every day about their finances. As you might imagine, I see a lot of different situations. One thing that I see too often is families that do not have enough life insurance. Too many ...

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

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

Save money on your life insurance and put the savings in  your 401(k) Many workers sign up for the life insurance that their employer offers and I don't think they give it much thought. They ...

In The News

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

... 11, 2016: Social Media: Five Tips for Improving Effectiveness, November 10, 2016: College Anxiety Drains Away Client Savings, October 21, 2016:  How to ...

Four Things Every Lilly Employee Should Know

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

... know about if you are an Eli Lilly employee. 1. 7 Times Your Salary Is Not Enough Life Insurance - Lilly provides you with two times your base salary in life insurance and you can purchase up to an additional ...

8 Money Rules for Newlyweds

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

... insurance, health insurance, 401(k) and more. Make the most of those benefits as a couple. Compare what each of you has and see how it's best to use the benefits. For example, one spouse's employer may ...

Six Smart Things to Do With Your Tax Refund

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

...  Buy life insurance. And if you already have life insurance buy more - because you probably don't have enough. I know – it sounds boring. Trust me, your family won't think it's boring if you die and can't ...

Last Minute Tax-Deduction Tip for 2014

Created on Wednesday, 08 April 2015. Posted in content/blog

... to their accounts up to a federal limit. You can use HSA funds to pay current and future eligible medical expenses, including deductibles and coinsurance. For the 2014 tax year you can make tax-deductible ...

How to Prevent Identity Theft

Created on Tuesday, 27 January 2015. Posted in content/blog

... box. • Shred any trash that may contain personal information, including charge receipts, credit applications, insurance forms, medical statements, checks and bank statements, expired credit and debit ...

Meet Us

Created on Tuesday, 07 June 2011. Posted in content/about

... of retirement, investment, insurance, employee benefits, taxes and estate planning.  He has three children and lives in Noblesville, Indiana. "Trust is at the heart of what we do. By providing ...

Financial Planning

Created on Wednesday, 07 March 2012. Posted in Uncategorised Content

... planning review and recommendations Life Insurance Planning      review of insurance and recommendations Tax Planning      strategic tax planning recommendations ...