Search

Search Parameters
Search Only:

Total: 33 results found.

How to Reduce Income Taxes on a Severance Package

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

...  #1: 401(k) Although you cannot defer any of the lump sum into your 401(k), you can make adjustments while you're still employed at Lilly to defer as much of your income as possible to your 401(k) prior ...

15 Things to do When You Lose Your Job

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

... news is that it will probably happen to most of us during our careers, including you. The good news is that with a little preparation and smart thinking you can lessen its blow and more easily make the ...

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

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

... of how you or your spouse die won't matter. What will matter is that you and your family did the proper planning to make sure those that are left behind are taken care of financially. I'm certainly not ...

8 Money Rules for Newlyweds

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

... for you. Create a budget – Spend your money on paper first so you know where it is going. If you make a budget that you both agree on this can minimize arguments over money. Communicate a lot – Talk ...

How the Indy 500 is Like Your Investments

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

... slower speeds (lower returns). Drivers in the Indianapolis 500 need patience and discipline to make it through the long 200 laps and 500 miles.  They realize the race isn't won on the first lap.  ...

Six Smart Things to Do With Your Tax Refund

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

... consider these six ideas for smart ways to use your money. Use it to make a Roth IRA or traditional IRA contribution for 2015. The 2015 IRA maximum is $5,500. If you are age 50 or over you can contribute ...

Four Things You Need to Know About Money

Created on Monday, 27 April 2015. Posted in content/blog

... have anything saved. Pay yourself first – Put money away before you spend. You can tell yourself you'll save what's left, but you won't do it. Make sure you're contributing to your 401(k) or other retirement ...

Last Minute Tax-Deduction Tip for 2014

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

Want a last minute tax deduction? If you have a Health Savings Account and haven't contributed the maximum for 2014 you have until April 15th to do so. HSA participants can make tax-deductible contributions ...

March Madness And The Importance Of Getting An Early Lead

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

The Elite Eight is now the Final Four and what a March it's been. Some of the best games to watch are when a team is down and goes on a run to get back in it and make it a game again. Just this weekend ...

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

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

... like 401(k)s are usually set up so your contribution is taken as a percentage of your salary. For example, if you make $50,000 and elected to contribute 5% to your 401(k) plan, your contributions will ...

Four Things You Should Do When You Receive Lilly Equity Awards

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

... other options for this money. Make sure ownership of your account is set up appropriately. The Merrill Lynch account that your stock is deposited to is titled as an individual account. This means ...

How to do Valentine's Day on a Budget

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

... it is I do not recommend giving this as a gift! Don't Give Cards: I don't think you can buy a greeting card for less than $3 or $4 any more. To me it just doesn't make sense. For not too much more you ...

Eli Lilly 401(k) Changes Effective July 1

Created on Monday, 10 June 2013. Posted in content/blog

...  Beginning June 28 you can transfer money into the new options. If you make no changes by 4pm EDT on June 28, money in the old investments will automatically be transferred to the new options.  Your ...

The Indy 500 and Investments

Created on Monday, 14 May 2012. Posted in content/blog

... in the 500 need patience and discipline to make it through the long 200 laps and 500 miles.  They realize the race isn't won on the first lap.  They also realize that an ill-timed pit stop or ...