Search

Search Parameters
Search Only:

Total: 37 results found.

Why You Should Use the HSA Instead of the HRA in 2018

Created on Monday, 16 October 2017. Posted in content/blog

... of choices to be made. Many times, it's easier just to continue doing what you've been doing. Hopefully this article can help you take some time to consider whether the Health Savings Account might be ...

How Investing Should Be Like Summer

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

... are swimming lessons, camps, off-season sports workouts, gymnastics, and on and on. Even though it's still busy, summer just has a bit more leisurely feeling than the school year. We don't have to ...

How to Save Money and Time on Stuff You Buy and Never Leave Your House

Created on Tuesday, 28 February 2017. Posted in content/blog

... Or how many times has this happened? You get an email from home that you're out of dog food and can you please pick some up on the way home. You likely just want to get home and don't want to stop anywhere. ...

How to Reduce Income Taxes on a Severance Package

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

...  #1: 401(k) Although you cannot defer any of the lump sum into your 401(k), you can make adjustments while you're still employed at Lilly to defer as much of your income as possible to your 401(k) prior ...

Dow 20,000. Now What?

Created on Thursday, 26 January 2017. Posted in content/blog

... the next eight days closing at 19,732 on January 19th, leaving one to wonder if maybe it would be awhile yet before the market hit this milestone we'd been so close to. And just as we may have been thinking ...

15 Things to do When You Lose Your Job

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

... just let each day happen, as you may soon find yourself wandering aimlessly through this difficult time. 12.  MAKE FINDING A NEW JOB YOUR PRIORITY. Although you may have the urge to take a break, ...

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

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

... what their family needs, they just signed up during benefits open enrollment at work. Here's why it drives me nuts. Who do you know who does not have a cell phone? Almost no one, right? High schoolers ...

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

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

... are in decent health, they can get a less expensive policy on their own from about age 40. We've seen this often but let me use a case I just worked on this week as an example. The client is a 47 year ...

Four Things Every Lilly Employee Should Know

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

... the best of intentions to do these things we run out of time or forget or sometimes maybe we just don't even realize we should be doing them. With that in mind, here is a list of four things you should ...

8 Money Rules for Newlyweds

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

... account – Do not have separate accounts. Have your paychecks deposited to your joint account and pay your bills and do your spending from this account. The money you earn is for the household, not just ...

How the Indy 500 is Like Your Investments

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

... only gained 3.79% on average over the same period.  One major reason for this sort of performance gap is that most investors just don't stick to a plan. They fall prey to their emotions and try to ...

Six Smart Things to Do With Your Tax Refund

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

... for their college education. Just like retirement, college is expensive. The earlier you start saving the better. Plus many states have tax benefits for contributing and the money grows tax-deferred and ...

Four Things You Need to Know About Money

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

... years. Just because it's paid for don't run out and buy a new one with a new payment. Sock that extra money away. So what if someone else has the newer model. We never learned in school that the $4 Starbucks ...

March Madness And The Importance Of Getting An Early Lead

Created on Thursday, 02 April 2015. Posted in content/blog

The Elite Eight is now the Final Four and what a March it's been. Some of the best games to watch are when a team is down and goes on a run to get back in it and make it a game again. Just this weekend ...

Spring Forward and its Powerful Effect on Your 401(k)

Created on Thursday, 12 March 2015. Posted in content/blog

This weekend most of the nation will move their clocks forward one hour to adjust for daylight savings time; what we call "spring forward". I would like to suggest that you use this as a reminder to ...

Four Things You Should Do When You Receive Lilly Equity Awards

Created on Thursday, 26 February 2015. Posted in content/blog

... there will be cash for the dividends during the vesting period, in addition to the Lilly stock, deposited into your account. This cash just sits there and earns nothing so you may want to consider ...