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Total: 50 results found.

How to Invest My Lilly 401(k)

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

... who can help you determine your risk tolerance and goals. According to a recent survey by The Charles Schwab Corp., 45% of respondents don't feel they know what their best 401(k) investment options are. ...

What to do if Your Pension is Frozen or Terminated

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

Steel monster- Terminator. Photo by Rostislav Kralik In 2017, only 16% of the Fortune 500 companies offered a traditional pension plan to employees, compared to 59% in 1998*. While the use of pension ...

How Investing is Like the Indy 500

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

... the history of the race and the track itself. Just as I'm a student of the history of the track, I'm also a student of investing. The 500 and investing have a lot in common. Many successful long-term ...

Remarks About Stock Market Pullback

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

... 1175 points in a day, which one news outlet labeled as the "worst point decline in history". While this may be true, in percentage terms (4.6%), it is certainly not the worst decline ever. Five years ...

Important Things to Remember for VERP Participants

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

... to qualify for an individual policy, you have the following options within 31 days after retirement The 2x company provided coverage will terminate and be replaced by a $5,000 company provided death benefit ...

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

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

... example. Using an HSA for Retirement You can also use an HSA for long-term retirement savings. Money in your HSA rolls over at the end of the calendar year. They are not "use-it-or-lose-it" like Flexible ...

Lilly HSA Plan Changes – Effective October 3, 2017

Created on Saturday, 09 September 2017. Posted in content/blog

... a short-term trading fee. New investments in Class A shares will be blocked beginning September 22 to help participants avoid being subject to this fee. The Institutional Class Shares will re-open for ...

Eli Lilly Employee Voluntary Early Retirement Program (VERP) Decision

Created on Friday, 08 September 2017. Posted in content/blog

... Retirement Overview (IPRO), a customized retirement analysis that takes into account your specific Lilly benefit programs. We can help you determine if you can maintain your lifestyle throughout retirement ...

Where to Invest Money You Need in the Next Five Years

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

... investments because the last thing you want when saving money for a short-term goal is to have a return that fluctuates and goes negative. So if we're trying to do better than a savings account but don't ...

How Investing Should Be Like Summer

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

... experts. If you're a long-term investor none of that stuff matters. Investing doesn't have to be complicated. It should be simple. Do the work up front. Get a good financial plan and a well-thought-out ...

Dow 20,000. Now What?

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

... shows on TV and hear a guy on the radio or see an article online and try to get some "insight" into where the market's headed next. I'm okay not knowing where the market may go in the short term. I'm ...

15 Things to do When You Lose Your Job

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

... determine if a different career would be more enjoyable and rewarding. Perhaps you should consider self-employment? 11.   BUDGET YOUR TIME. Plan your time as you would a business project. Determine ...

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

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

... cannot live without. What do cell phones have to do with life insurance you ask? I am 44 years old and I can get $1,000,000 of term life insurance that will be with me for 20 years for $87 a month. Now, ...

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

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

...  There are a lot of life insurance options out there. The cases I'm talking about here we are using term insurance – usually a 15, 20 or 30 year term. Your situation will dictate what's best. If you have ...

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 ...