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Updates

Lilly HSA Plan Changes – Effective October 3, 2017

Sep 9th, 2017
Lilly has recently announced changes to the investment menu within the Health Savings Account (HSA). Effective October 3, 2017, all funds are moving from Class A to Institutional Class Shares. This will not be a change in the actual funds or underlying investments, but the fund ticker symbols will be different and fees will be … more »

Eli Lilly Employee Voluntary Early Retirement Program (VERP) Decision

Sep 8th, 2017
Many employees of Eli Lilly will consider a Voluntary Early Retirement Program (VERP) offer as Lilly looks to workforce reductions in an effort to improve its cost structure. Approximately 3,500 positions are expected to be impacted by the reductions. VERP offers can be complicated. You should compare the value of the enhanced benefits being offered … more »

Where to Invest Money You Need in the Next Five Years

Aug 10th, 2017
An issue that has come up frequently the last several years is when people have money in savings that they don’t need right now but they need it in a year or two for some specific goal like a vacation or a down payment on a house. Savings accounts are paying less than one percent … more »

How Investing Should Be Like Summer

Jul 9th, 2017
Ed Snyder, CFP®, ChFC 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 to be prepared or field trip permission slips to … more »

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