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Total: 49 results found.

How Investing Should Be Like Summer

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

... your kids may be involved in. With this being said, if you're like my family, summer is anything but laid back. Although the routine is different from the school year, it's still not activity-free. There ...

How to Reduce Income Taxes on a Severance Package

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

... been from 3 months to 18 month's compensation based on the employee's years of service and it's paid out in a lump sum. That means you get one check with the entire amount. The lump sum is subject to ordinary ...

Dow 20,000. Now What?

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

... that, the market marched up 336 points in 4 short business days to breach that highly anticipated number – 20,000. The Dow's moves in January are a microcosm of how it's moved over the last 40 years. ...

15 Things to do When You Lose Your Job

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

... it cost you today in taxes and penalties, but it may really cost you big later on in retirement.  You lose all those years of compound interest and tax-deferred growth potential.  When you leave ...

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

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

... and senior citizens have them. My 71 year old dad is even texting me now! And phones aren't just phones – we email on them, we text, we look at Facebook, we shop online, we use them as GPS to find our ...

Comparing the Clinton and Trump Child Care Plans

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

... would match half of the first $1,000 deposited per year. Six weeks of paid maternity leave if the employer does not offer it already. Clinton’s Plan Childcare expenses would be capped at 10% ...

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

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

... up to an additional five times their base salary at whatever the current rates are. The rates increase in five year bands. For instance, the cost is a certain amount at age 40-44 and then increases from ...

In The News

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

... can I do before the end of the year to reduce my taxes?” Indianapolis Star, August 27, 2006: “Are there advantages in converting a traditional IRA to a Roth IRA?” Indianapolis Business Journal, July ...

Four Things Every Lilly Employee Should Know

Created on Thursday, 16 July 2015. Posted in content/blog

... any method, but you still chose them! But you may not have looked at it in years and you're not really sure if you'll have enough money to retire with the lifestyle you want. You know where you want to ...

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. ...

How the Indy 500 is Like Your Investments

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

The stock market has experienced a nice rise upward since its March 2009 lows.  So far this year, through April 30th, the S&P 500 has returned 1.92%.  Real estate as an asset class has ...

How Long Do I Need to Keep My Tax Documents?

Created on Thursday, 07 May 2015. Posted in content/blog

... return to claim a credit or refund, or the IRS can assess additional tax. There are many scenarios that the IRS lists but if you keep your records for at least seven years you should be good. Generally, ...

Four Things You Need to Know About Money

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

... plan at work and that you're contributing at least the amount that will get your employer's full matching contribution. Then try to increase your contribution each year or when you get a pay raise or a ...

Last Minute Tax-Deduction Tip for 2014

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

... to their accounts up to a federal limit. You can use HSA funds to pay current and future eligible medical expenses, including deductibles and coinsurance. For the 2014 tax year you can make tax-deductible ...

March Madness And The Importance Of Getting An Early Lead

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

... build the amount you need. As the Rolling Stones song goes "Time is on my side". Beth and Jane are 24 years old and start working at the same company on the same day. Beth starts contributing to the employer's ...