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Total: 29 results found.

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

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

... come in to have us help them evaluate their offer. Here's what we're talking to them about, along with a couple of real life examples. Employees should consider if they are financially ready to retire. ...

Eli Lilly Employee Voluntary Early Retirement Program (VERP) Decision

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

... a customized retirement analysis that takes into account your specific Lilly benefit programs. We can help you determine if you can maintain your lifestyle throughout retirement based on an early retirement, ...

How Investing Should Be Like Summer

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

Ahh summer. The time when it seems like we all relax a little bit more and life is a little more simple. The kids don't have to be up and out the door for school before the sun's up. No school lunches ...

15 Things to do When You Lose Your Job

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

... transition to the next chapter in your work life. Here are few tips to help you handle a lay off: 1. DON'T TAKE IT PERSONALLY. Being laid off is not about you or your contribution to your company. ...

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 ...

A Message About the Markets

Created on Tuesday, 25 August 2015. Posted in content/blog

... practice. Our portfolios look to provide returns over the long-term to long-term investors over their remaining lifetimes. We encourage you to not let your emotions get the better of you.  In ...

In The News

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

... way to save for retirement?” Indianapolis Star, October 12, 2007: “Do I need a personal finance software program? Which one is the best?” Indianapolis Star, September 7, 2007: “What life insurance ...

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

We're coming into wedding season and if you're tying the knot this summer here are 8 money rules to get you started off on the right foot as you begin your new life together. Pool the money – You're ...

Six Smart Things to Do With Your Tax Refund

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

... an additional $1,000. If your refund is the 2013 average of $2,696, you're halfway there. Life is expensive and retirement will be more expensive. Start saving yesterday! Start or add to an emergency ...

March Madness And The Importance Of Getting An Early Lead

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

... you can't afford to save? Make some lifestyle changes and sacrifices. It's hard to play catch up with your retirement savings. There is no overtime. When the retirement buzzer sounds you better be ready! ...

How Your Investments are Like the Weather

Created on Friday, 13 February 2015. Posted in content/blog

... is going to do to know that over the long term it will do just fine – no matter how much the market bounces around during your investment lifetime. So wherever you are in your investing life – spring, ...

Workshops

Created on Tuesday, 13 March 2012. Posted in content/main

... Lilly 401(k) • Can I afford to retire? • One factor you have to know (but over half of people don't) for a comfortable retirement lifestyle – whether you retire early with reduced benefits or at age ...