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Total: 43 results found.

What to do if Your Pension is Frozen or Terminated

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

... point. They just won't earn more benefits in the future. So, what should you do if your employer freezes or terminates its pension plan? First, you'll want to reevaluate your retirement planning. ...

How Investing is Like the Indy 500

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

... the history of the race and the track itself. Just as I'm a student of the history of the track, I'm also a student of investing. The 500 and investing have a lot in common. Many successful long-term ...

Here's the Good News About the Stock Market Being Down

Created on Tuesday, 03 April 2018. Posted in content/blog

... normal and it's expected. It's the price that we pay, as investors in the stock market, for returns that have historically been better than returns that we can get anywhere else. It's just the price of ...

Remarks About Stock Market Pullback

Created on Friday, 09 February 2018. Posted in content/blog

... particular portfolio and/or perhaps just ease some concerns you may have at this time. * American Funds. What Past Market Declines Can Teach Us. ** As of February 9, 2018  ...

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

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

... deduction Debt limitation lowered to $750,000 for new mortgages taken out after December 15, 2017 Medical expenses Deductible to the extent they exceed 7.5% of adjusted ...

Important Things to Remember for VERP Participants

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

... will be deposited into a Merrill Lynch account just as they were while working.  Each year you can decide if will you keep in Lilly stock or sell?  If you want to hold the shares we recommend ...

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 ...

In The News

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

MarketWatch, July 11, 2018: Another Company Just Cut Its Pension Plan - What to do if it Happens to You  The Street, July 7, 2018: A Bear Market Is Coming -- This ...

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 ...