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How to Invest My Lilly 401(k)

Created on Tuesday, 26 June 2018. Posted in content/blog

... the time or knowledge to properly choose other investments. They become the fallback option. You would probably prefer an investment mix that perfectly matches you. That includes a plan that accounts for ...

What to do if Your Pension is Frozen or Terminated

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

... that the reduced pension won't impact you too much. The point is that you won't know until you update your retirement plan to see where you are. And if you've never done any retirement planning, the event ...

How Investing is Like the Indy 500

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

... Similarly, race speeds are way down on yellow laps and especially when the cars are on pit lane, with its 60 mph speed limit. Did you know that the stock market has had a 10% or more decline about once ...

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

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

...  It's on sale. Normally, we enjoy sales. For some reason, in the stock market, we get upset about it. Don't get deterred by the headlines. As we know, these downturns are temporary and they're necessary. ...

Eli Lilly Employees: Got A Roth 401(k)? You Should Know This

Created on Wednesday, 21 February 2018. Posted in content/blog

Roth 401(k) withdrawals Qualified distributions from a Roth 401(k) may be taken tax free. A withdrawal is considered qualified when it is made after the account holder has attained age 59½ and a minimum ...

Remarks About Stock Market Pullback

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

... to know that the market has always recovered from declines. Although past results don't guarantee future results, remembering that downturns have been temporary may help calm your fears. Third, turn ...

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

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

CLICK HERE for a downloadable PDF of this article On December 22, 2017, President Trump signed the Tax Cuts and Jobs Act of 2017 (the act or TCJA). The legislation makes significant changes to the ...

Important Things to Remember for VERP Participants

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

... plan – Do you know where your retirement income will come from? Of course, part of it will come from your Lilly pension. For some, the pension may be enough to live comfortably in the short term. But there ...

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

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

Open enrollment is here. 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 their ...

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 ...

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 ...