Updates

*Oaktree Financial Advisors is neither endorsed by nor affiliated with Eli Lilly Another great example of how Lilly employees can save money with private insurance. By using life insurance purchased on his own instead of through Lilly’s supplemental life insurance this client can save over $1,200 the first year and more than $30,000 over the … more »

*Oaktree Financial Advisors is neither endorsed by nor affiliated with Eli Lilly We all have busy lives and because of that we all have things that we should be doing that don’t get done. Even with the best of intentions to do these things we run out of time or forget or sometimes maybe we … more »

On Memorial Day we pay tribute to those who gave the ultimate sacrifice so that we may be free. Let us remember and honor our heroes.

We’re coming into wedding season and if you’re tying the knot this summer here are 8 money rules to get you started off on the right foot as you begin your new life together. Pool the money – You’re married now. The money is “ours” not “mine”. You’re on the same team and teammates work … more »