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Total: 46 results found.

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

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

... care costs. The beauty is that the money you put in your HSA goes in pre-tax, like the money you put in your 401(k). Investment growth and interest are tax deferred, and withdrawals spent on qualified ...

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

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

... considerations. Make sure that you are looking at everything before making a decision. If you'd like help evaluating your VERP offer and situation, don't hesitate to contact us to schedule a time. You ...

Eli Lilly Employee Voluntary Early Retirement Program (VERP) Decision

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

... understanding of what their retirement would look like. This includes knowing what expected expenses would be, as well as sources of available income and their amounts. This is best accomplished through ...

Where to Invest Money You Need in the Next Five Years

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

An issue that has come up frequently the last several years is when people have money in savings that they don't need right now but they need it in a year or two for some specific goal like a vacation ...

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 ...

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

... and rapidly changing industry like pharmaceuticals. A severance package is offered to help bridge the gap between employment or into retirement. The severance benefit offered to employees has generally ...

15 Things to do When You Lose Your Job

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

  Whatever employers like to call it, being laid off, downsized, restructured or right-sized, the result is the same – you're out of a job. And regardless of why, being laid off from a job can be ...

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

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

... can't shop for it. It's not like they can look at three different policies the employer is offering and take the one that's the best price for them. There's one choice. Granted, there are usually some ...

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 ...

A Message About the Markets

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

... are two of the most important factors for long-term investing success. It is at times like these that patience and discipline become most important, but it is also when they can be the most difficult to ...

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

... number 2... 2. Investing Without A Plan Is Like Driving Without A Map - Imagine this conversation: Dad: "Okay kids, we're going on vacation". Kids: "Where are we going dad?" Dad: "Not sure. I'm just ...

8 Money Rules for Newlyweds

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

... about your budget. Talk about the money and where it's being spent and what your plans are with your money. Discuss your short term goals like next year's vacation and your long term goals like retirement. ...

How the Indy 500 is Like Your Investments

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

... "time" the market—jumping in and out as stocks rise and fall. The result is usually all too predictable. Here is how the Indianapolis 500 is like your investments. Last year Ryan Hunter-Reay won ...