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Total: 43 results found.

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

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

What factors do you need to consider when evaluating your VERP offer? How do you know if the VERP is right for you? We had clients calling the morning the VERP was offered to schedule time to ...

Eli Lilly Employee Voluntary Early Retirement Program (VERP) Decision

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

... to know that the one-time lump sum payment is taxed as ordinary income and will be reduced by applicable tax withholding. Beyond the above analysis, any employee considering the VERP should have a thorough ...

Should I Choose an HRA or an HSA?

Created on Monday, 28 August 2017. Posted in content/blog

  Open enrollment is coming. You know, that time of year where you make choices about your benefits at work? One area that I've noticed that people may want to take a little more time in comparing ...

Where to Invest Money You Need in the Next Five Years

Created on Thursday, 10 August 2017. Posted in content/blog

... You may get a little higher return than a savings account or CD but it may be lower too. Because these investments can fluctuate, you don't know ahead of time. With that being said, they are still conservative ...

How Investing Should Be Like Summer

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

... magazines, social media, cable networks and the internet you would think that it's necessary to know where the market is headed and why so that you can invest accordingly. It's not hard to find these stories. ...

How to Reduce Income Taxes on a Severance Package

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

... about severance payments is related to income taxes. Lilly employees want to know how they can reduce the amount of income taxes they will owe on the severance they receive. There really isn't anything ...

Dow 20,000. Now What?

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

... In 1987 the Dow peaked at 2722 (an all-time high at that time) on August 25th. On October 19th, known as "Black Monday", the Dow dropped over 500 points from 2246 to 1738. It took two more years, until ...

15 Things to do When You Lose Your Job

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

... off. 2. SEND A MASS E-MAIL. Tell everyone you know that your e-mail address has changed. Anyone that has your old work e-mail address should be notified. Even people that don't have your old work e-mail ...

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 ...

The Brexit is Breaking News

Created on Friday, 24 June 2016. Posted in content/blog

It's all over the news that the British have decided to leave the European Union. Don't let this breaking news break your plans. Markets don't like the unknown and how this plays out as far as Britain ...

In The News

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

... Jumping on Lilly Train Quicken Loans Zing Blog, October 6, 2016: What Your Retirement Might Look Like if You Put Off Saving for it   CheatSheet.com, September 29, 2016: 4 Things to Know Before ...

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

... for you. Create a budget – Spend your money on paper first so you know where it is going. If you make a budget that you both agree on this can minimize arguments over money. Communicate a lot – Talk ...

How the Indy 500 is Like Your Investments

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

... and we know they will happen, we don't know when.  Yet, even with these slow- downs, drivers and cars go on to achieve respectable average speeds.  These slow-downs also occur during your investing ...

5 Places for Lunch for $5

Created on Tuesday, 05 May 2015. Posted in content/blog

...  Jockamo Upper Crust Pizza (www.jockamopizza.com) - A $5 Combination here gets you a choice of a pizza slice, salad and drink or salad, bread sticks and drink or soup, salad and drink. I don't know how ...

Six Smart Things to Do With Your Tax Refund

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

The average tax refund in 2014 was $2,696. Did you know that about eight out of every ten tax returns filed in 2013 got a refund? If you're one of the lucky eight, before you run out and blow the money, ...