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Total: 48 results found.

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

What factors do you need to consider when evaluating your VERP offer? How do you know if the VERP is right for you? We had clients calling the morning the VERP was offered to schedule time to ...

Lilly HSA Plan Changes – Effective October 3, 2017

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

... These funds are being eliminated from the HSA, however, if you currently invest in these funds, you may continue to hold the investments or move them to a new fund at any time. Gabelli Asset Fund has ...

Eli Lilly Employee Voluntary Early Retirement Program (VERP) Decision

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

... to know that the one-time lump sum payment is taxed as ordinary income and will be reduced by applicable tax withholding. Beyond the above analysis, any employee considering the VERP should have a thorough ...

Where to Invest Money You Need in the Next Five Years

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

... or a down payment on a house. Savings accounts are paying less than one percent so people want an alternative with a higher interest rate but want a stable return. Sometimes people ask if they should invest ...

How Investing Should Be Like Summer

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

Ahh summer. The time when it seems like we all relax a little bit more and life is a little more simple. The kids don't have to be up and out the door for school before the sun's up. No school lunches ...

How to Reduce Income Taxes on a Severance Package

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

... for the future continued success of the business, many times companies lay people off. Among those companies recently is Eli Lilly. Unfortunately, these are the pressures of business, especially in a highly-competitive ...

Dow 20,000. Now What?

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

... In 1987 the Dow peaked at 2722 (an all-time high at that time) on August 25th. On October 19th, known as "Black Monday", the Dow dropped over 500 points from 2246 to 1738. It took two more years, until ...

15 Things to do When You Lose Your Job

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

... penalty. 9.   CONSIDER UPGRADING YOUR SKILLS. This is an excellent time to upgrade or develop new career skills. Consider returning to college or enrolling in a specific course to develop new ...

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

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

... times people take whatever life insurance their employer happens to provide and maybe they buy a little bit more through work and they leave it at that. They never really thought through the decision and ...

Comparing the Clinton and Trump Child Care Plans

Created on Monday, 19 September 2016. Posted in content/blog

...  Workers spend time out of the workforce providing this care, thus costing their families money. The two presidential candidates have proposed different ways of reducing part of this burden on families ...

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

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

... options. For instance, the Eli Lilly employees we work with are given two times their base salary in life insurance at no cost to them. That's a great deal, no doubt. They then have the choice of purchasing ...

Perspective on Recent Market Volatility

Created on Wednesday, 29 June 2016. Posted in content/blog

  Often during times of market volatility investors feel as though they should be doing something, but usually the best course of action is to do nothing.  This article gives us a little perspective on ...

The Brexit is Breaking News

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

... term goals probably haven't changed because of Brexit. Studies show that reacting to these things by trying to time the market, generally end up being very costly to investors.  ...

A Message About the Markets

Created on Tuesday, 25 August 2015. Posted in content/blog

... key variables in a rational investment strategy are your goals and your investing time horizon. The prudent thing to do is to let the volatility take its course and hang in there. Patience and discipline ...