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Total: 38 results found.

How to Reduce Income Taxes on a Severance Package

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

... Lilly, you can do non-payroll, after-tax contributions after you have left as long as you remain on a high deductible health plan. You could do this by continuation of your current Lilly health insurance ...

Dow 20,000. Now What?

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

... not investing for the short term. I'm confident of where the market is going over the long term – and that's what I'm investing for. If you can get okay with the fact that you don't need to try to figure ...

15 Things to do When You Lose Your Job

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

... all sources of income and expenses. Cut all unnecessary expenses, as you don't know how long it will be before you're employed again. Prepare a budget for at least the next 6-12 months. 5. SEEK OUTPLACEMENT ...

You Can't Use Your Cell Phone When You're Dead

Created on Wednesday, 21 September 2016. Posted in content/blog

... only go on for so long and is not a permanent solution. But I'm young you say. Can't happen to me. I get that. It always happens to someone else. Until it doesn't. I personally know of two people in ...

The Brexit is Breaking News

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

... awful things. Don't let the news coverage get you too worked up. Remember that the media's incentives are short term while most investor's goals are long term. By next month we'll be hearing about the ...

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

...  TheStreet.com, June 4, 2015: Retirement Investors May Have Been Doing Rollovers Wrong All Along                 images/stories/pdf/retirement_investors_doing_rollovers_wrong.pdf ...

Four Things Every Lilly Employee Should Know

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

...  4. Don't Wait Until Age 50 To Start Planning - The earlier you start planning the better. I often have people tell me that they regret waiting as long as they did to go see a financial planner. This ...

8 Money Rules for Newlyweds

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

... married now. The money is "ours" not "mine". You're on the same team and teammates work together. The money belongs to both of you. If you go into it with this mindset you should do well. Use a joint ...

How the Indy 500 is Like Your Investments

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

... Morningstar as of 4-30-2015) Many successful long-term investors don't get too excited when things are going well, and they don't despair when things are going poorly. Instead, they stick to long-term ...

How Long Do I Need to Keep My Tax Documents?

Created on Thursday, 07 May 2015. Posted in content/blog

With tax season now behind us it's a good time to take a look at all the paperwork you may have accumulated and aren't really sure what to do with. How long should you keep all those documents? For ...

St. Patrick's Day and Three Things It Can Teach Us About Money

Created on Monday, 16 March 2015. Posted in content/blog

... good long-term returns go through periods of short-term bad performance. It's normal. If you aren't patient during those short-term poor performance periods you won't benefit from the long-term returns. ...

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, ...

How to do Valentine's Day on a Budget

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

... can take a favorite photo of your special someone and yourself or of your family, buy a frame at a dollar store for just a few dollars and you have something that you can enjoy much longer than a greeting ...

How to Report 401k Rollover to IRA on 1040

Created on Wednesday, 28 January 2015. Posted in content/blog

... tax return, however it is not taxable. If you have someone that prepares your return for you, just bring them the 1099-R along with your other tax information.   If you use tax preparation ...