Most Americans Don’t Know Much About Their Pensions

Aug 10th, 2011
A Fidelity Investments survey released in July found that a majority of Americans do not understand how their pensions work. While over 42 million Americans currently have pensions, 71% of the 500 surveyed by Fidelity did not have detailed knowledge of how their pension plans operate even though over half reported they are depending on … more »

HSA Can Double as a Retirement Account

May 11th, 2011
  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 withdraw penalty-free for any reason, though you’ll owe income taxes. … more »

Where’s the Crystal Ball?

May 11th, 2011
To quote an article in Investment News “Following the advice of equity analysts may be perilous to your profits”. According to a Bloomberg study, stocks of companies that analysts liked the most rose 73% on average since the market recovery began in March 2009.  That seems great until you find out that the companies with … more »

Equity Awards: Hold ’em or Fold ’em?

Jan 6th, 2011
*Oaktree Financial Advisors is neither endorsed by nor affiliated with Eli Lilly  Eli Lilly employees will soon be receiving your 2010 equity awards.  In determining whether you will continue to hold the stock or redeem it, you should consider how much of your overall investments are in Eli Lilly stock.  Between equity awards and 401(k) … more »

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