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Total: 40 results found.

How to Reduce Income Taxes on a Severance Package

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

... for the future continued success of the business, many times companies lay people off. Among those companies recently is Eli Lilly. Unfortunately, these are the pressures of business, especially in a highly-competitive ...

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

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

... options. For instance, the Eli Lilly employees we work with are given two times their base salary in life insurance at no cost to them. That's a great deal, no doubt. They then have the choice of purchasing ...

In The News

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

... Jumpstart an Underperforming 401(k) Indianapolis Business Journal, October 10, 2016: Wall Street Analysts Jumping on Lilly Train Quicken Loans Zing Blog, October 6, 2016: What Your Retirement Might ...

Four Things Every Lilly Employee Should Know

Created on Thursday, 16 July 2015. Posted in content/blog

*Oaktree Financial Advisors is neither endorsed by nor affiliated with Eli Lilly We all have busy lives and because of that we all have things that we should be doing that don't get done. Even with ...

5 Places for Lunch for $5

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

... special Monday through Friday from 11am to 1pm that includes a slice of pizza for $2.75 and a $1.50 soft drink. You're out the door for under $5! If you work at Eli Lilly downtown, Bazbeaux Mass Ave location ...

Last Minute Tax-Deduction Tip for 2014

Created on Wednesday, 08 April 2015. Posted in content/blog

... of up to $1,000 for 2014. For Eli Lilly employees, Lilly makes a contribution to your HSA of $800 for employee only and $1,600 for employee + 1 or more. The maximum amount that can be contributed is ...

Spring Forward and its Powerful Effect on Your 401(k)

Created on Thursday, 12 March 2015. Posted in content/blog

... will automatically raise your contribution percentage by a specified amount – often by 1%. We do a lot of work with Eli Lilly employees and Lilly offers an annual increase option in a percentage that the ...

Four Things You Should Do When You Receive Lilly Equity Awards

Created on Thursday, 26 February 2015. Posted in content/blog

*Oaktree Financial Advisors is neither endorsed by nor affiliated with Eli Lilly If you are an Eli Lilly employee you have received your 2015 equity awards if you have any vesting this year.  ...

How to do Valentine's Day on a Budget

Created on Monday, 02 February 2015. Posted in content/blog

... Snyder, CFP, ChFC is co-founder and President of Oaktree Financial Advisors, Inc. Oaktree Financial Advisors, Inc. specializes in serving the financial needs of current and former Eli Lilly employees ...

Ed Snyder in the Wall Street Journal

Created on Monday, 10 November 2014. Posted in content/blog

*Oaktree Financial Advisors is neither endorsed by nor affiliated with Eli Lilly In this Wall Street Journal special feature, Ed discusses Oaktree's specialty in working with employees and retirees of ...

Eli Lilly CEO: We hope to resume growth next year

Created on Monday, 27 October 2014. Posted in content/blog

Eli Lilly CEO John Lechleiter discusses his outlook for growth and when he expects to have patent expirations behind. Click here to watch video.  ...

We Work With Eli Lilly Employees

Created on Thursday, 15 May 2014. Posted in content/blog

  *Oaktree Financial Advisors is neither endorsed by nor affiliated with Eli Lilly Specialization and Experience When patients want the very best medical expertise, they go to a specialist, ...

Download Request

Created on Tuesday, 22 April 2014. Posted in content/resources

... regarding retirement planning and investment issues specifically affecting Eli Lilly employees. Enter your email address and name below. You will receive an email with a link to download your free guide. ...

Attend a Workshop

Created on Wednesday, 26 February 2014. Posted in content/resources

... workshops to educate Eli Lilly employees on timely financial issues. Employees at Eli Lilly face many complex issues in managing their personal finances. We have a deep and comprehensive knowledge of your ...

Eli Lilly and CEO John Lechleiter on foxbusiness.com

Created on Wednesday, 11 December 2013. Posted in content/blog

*Oaktree Financial Advisors is neither endorsed by nor affiliated with Eli Lill Victoria Craig at Fox Business did a great story about Eli Lilly and CEO John Lechleiter.  Click here to read the ...

Double Your Charitable Gift

Created on Wednesday, 20 November 2013. Posted in content/blog

*Oaktree Financial Advisors is neither endorsed by nor affiliated with Eli Lilly Lilly offers one of the most robust benefits packages of any employer.  Many times busy Lilly employees are not fully ...

HSA Can Double as a Retirement Account

Created on Thursday, 31 October 2013. Posted in content/blog

Another tip for Eli Lilly employees during your annual benefits enrollment.  If you're making maximum contributions to your 401(k) and IRAs and want some additional tax-favored savings, you might ...