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Total: 45 results found.

How to Invest My Lilly 401(k)

Created on Tuesday, 26 June 2018. Posted in content/blog

... only 50% expressed confidence. You work hard for the money you're saving in your 401(k). Make sure it's working as hard as it can by fine-tuning your 401(k). We're here if you have questions.  ...

What to do if Your Pension is Frozen or Terminated

Created on Thursday, 21 June 2018. Posted in content/blog

... more and more companies get rid of their pensions, it makes it easier for other companies to also dump theirs. It used to be that a company needed to offer a pension to employees to be competitive with ...

How Investing is Like the Indy 500

Created on Friday, 25 May 2018. Posted in content/blog

... 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. They also realize that an ill-timed pit stop or ...

Remarks About Stock Market Pullback

Created on Friday, 09 February 2018. Posted in content/blog

... to make emotional decisions about your investments, and emotions have no place in investing. Lastly, maintain a well-diversified portfolio. We don't know what the coming days or weeks hold. Uncertainty ...

Tax Cuts and Jobs Act of 2017: What Taxpayers Need to Know

Created on Friday, 26 January 2018. Posted in content/blog

CLICK HERE for a downloadable PDF of this article On December 22, 2017, President Trump signed the Tax Cuts and Jobs Act of 2017 (the act or TCJA). The legislation makes significant changes to the ...

Important Things to Remember for VERP Participants

Created on Wednesday, 06 December 2017. Posted in content/blog

... 8TH (If you are retiring December 31st) Go to the Lilly benefits site at: resources.hewitt.com/lilly and make the following elections before December 8th: Pension Elections Federal and State ...

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

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

Open enrollment is here. You know, that time of year where you make choices about your benefits at work? One area that I've noticed that people may want to take a little more time in comparing their ...

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

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

... date or beyond. Her $166,000 lump sum payment would offset the VERP pension deficit vs. the 90-point pension a little bit, but not enough to make a considerable difference. Jane has a lot to gain by working ...

Where to Invest Money You Need in the Next Five Years

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

... 1.25%[2], most with no minimum balance required. You won't be able to go to the drive through window and make a withdrawal when you need your money but you can request the money electronically and have ...

How Investing Should Be Like Summer

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

... thinking, should I be worried? If you want to read things like this, I guess, go ahead. I don't understand what you get out of it. It definitely should not influence your investing. To make your investing ...

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 ...

In The News

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

... Won't Have to Cut Off in 20 Years Indianapolis Star, September 7, 2017: Lilly CEO: 3,500 Job Cuts Will Make Company Healthier  U.S. News & World Report, August 30, 2017: Invest to ...

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 ...