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Updates

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 »

Follow Us on Twitter!

Oct 18th, 2013
World and financial news seems to change by the minute. That’s why we have recently joined Twitter:  @OaktreeFA We use this social media site in order to provide information on timely economic developments, financial updates, and links to other newsworthy stories that we feel would be of interest to our followers. Who knew that you … more »

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