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Updates

Double Your Charitable Gift

Nov 20th, 2013
*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 »

Why You Need Life Insurance and How You May be Able to Save Money on it

Nov 13th, 2013
*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 »

HSA Can Double as a Retirement Account

Oct 31st, 2013
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 »

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