Search

Search Parameters
Search Only:

Total: 35 results found.

How Investing Should Be Like Summer

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

... is informed by your financial plan. Your financial plan details your different financial goals – things like money for retirement, college expenses, replacing income if a spouse dies. If you have a financial ...

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

... even if it's outside the annual Open Enrollment Period. Learn more at healthcare.gov 8.  TAKE YOUR MONEY WITH YOU. Don't be too hasty in making decisions about your retirement plan distribution.  ...

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

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

... at age 55 to $1,848 per year, then $2,706 a year at age 60 until assumed retirement age 65. Assuming he's in good health, he can get the same amount of life insurance with an individual policy for $613 ...

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

... get to - retirement. You need to develop a plan to get there. Don't just throw money in your 401(k) and hope it all works out. 3. You Can Auto Increase Your 401(k) Every Year - It's easy to lose track ...

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. ...

Six Smart Things to Do With Your Tax Refund

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

... an additional $1,000. If your refund is the 2013 average of $2,696, you're halfway there. Life is expensive and retirement will be more expensive. Start saving yesterday! Start or add to an emergency ...

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 ...

March Madness And The Importance Of Getting An Early Lead

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

... early and often. It doesn't always work out that way. In saving for retirement the same can be said. You should start off saving early and often. Did you know that more than one third of adults say they ...

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

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

... money it won't matter. By pay yourself first I mean when you get your paycheck, before you pay any bills or do anything else, put money in your 401(k) or other retirement plan at work and into a savings ...

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

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

... spring forward your 401(k) contributions and increase the amount you are contributing. When was the last time you increased the percentage that you are contributing to your 401(k)? Work retirement plans ...

Why the Super Bowl is Like Saving for Retirement

Created on Sunday, 01 February 2015. Posted in content/blog

... matter how uninterested you are in this thing called retirement that seems so very far away, it will come. Whether you are interested or not. And the earlier you start preparing for it the better off you ...

We Work With Eli Lilly Employees

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

... that is independent and objective. Because of our independence we can be totally objective and focus solely on a client's needs and priorities. When someone comes to us for financial, retirement ...

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. ...

Social Security Statements Returning to Mailboxes

Created on Monday, 21 April 2014. Posted in content/blog

... may receive based on your earnings. These estimates can be used as part of your retirement planning. The SSA stopped mailing statements in 2011 due to budget cuts. In February 2012 they resumed mailing ...

HSA Can Double as a Retirement Account

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

... use an HSA to supplement your nest egg.  Even in retirement, you can tap the funds tax-free for medical needs. And starting at 65, you can withdraw penalty-free for any reason, though you'll owe income ...