Updates

*Oaktree Financial Advisors is neither endorsed by nor affiliated with Eli Lill Victoria Craig at Fox Business did a great story about Eli Lilly and CEO John Lechleiter.  Click here to read the story and watch the video.

*Oaktree Financial Advisors is neither endorsed by nor affiliated with Eli Lilly Lilly offers one of the most robust benefits packages of any employer.  Many times busy Lilly employees are not fully aware of or do not take full advantage of all the benefits that are offered them.  One such benefit is the Matching Gifts … more »

*Oaktree Financial Advisors is neither endorsed by nor affiliated with Eli Lilly Life insurance is an essential part of your financial plan.  Here’s why.  Whether you plan to work for 10, 20 or 30 more years, there are probably people like your spouse and children that are depending on the income that you are providing … more »

Another tip for Eli Lilly employees during your annual benefits enrollment.  If you’re making maximum contributions to your 401(k) and IRAs and want some additional tax-favored savings, you might use an HSA to supplement your nest egg.  Even in retirement, you can tap the funds tax-free for medical needs. And starting at 65, you can … more »