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Total: 40 results found.

Important Things to Remember for VERP Participants

Created on Wednesday, 06 December 2017. Posted in content/blog

... 8TH (If you are retiring December 31st) Go to the Lilly benefits site at: resources.hewitt.com/lilly and make the following elections before December 8th: Pension Elections Federal and State ...

Why You Should Use the HSA Instead of the HRA in 2018

Created on Monday, 16 October 2017. Posted in content/blog

Open enrollment is here. You know, that time of year where you make choices about your benefits at work? One area that I've noticed that people may want to take a little more time in comparing their ...

Lilly VERP Analysis - Should I Stay or Should I Go?

Created on Monday, 18 September 2017. Posted in content/blog

... date or beyond. Her $166,000 lump sum payment would offset the VERP pension deficit vs. the 90-point pension a little bit, but not enough to make a considerable difference. Jane has a lot to gain by working ...

Where to Invest Money You Need in the Next Five Years

Created on Thursday, 10 August 2017. Posted in content/blog

... 1.25%[2], most with no minimum balance required. You won't be able to go to the drive through window and make a withdrawal when you need your money but you can request the money electronically and have ...

How Investing Should Be Like Summer

Created on Sunday, 09 July 2017. Posted in content/blog

... thinking, should I be worried? If you want to read things like this, I guess, go ahead. I don't understand what you get out of it. It definitely should not influence your investing. To make your investing ...

How to Reduce Income Taxes on a Severance Package

Created on Friday, 10 February 2017. Posted in content/blog

...  #1: 401(k) Although you cannot defer any of the lump sum into your 401(k), you can make adjustments while you're still employed at Lilly to defer as much of your income as possible to your 401(k) prior ...

15 Things to do When You Lose Your Job

Created on Monday, 09 January 2017. Posted in content/blog

... news is that it will probably happen to most of us during our careers, including you. The good news is that with a little preparation and smart thinking you can lessen its blow and more easily make the ...

You Can't Use Your Cell Phone When You're Dead

Created on Wednesday, 21 September 2016. Posted in content/blog

... of how you or your spouse die won't matter. What will matter is that you and your family did the proper planning to make sure those that are left behind are taken care of financially. I'm certainly not ...

In The News

Created on Thursday, 13 August 2015. Posted in content/resources

Indianapolis Star, September 7, 2017:Lilly CEO: 3,500 job cuts will make company healthier TheStreet.com, April 19, 2017: Women Are the New CFO of the Household U.S. News & World Report, ...

8 Money Rules for Newlyweds

Created on Friday, 15 May 2015. Posted in content/blog

... for you. Create a budget – Spend your money on paper first so you know where it is going. If you make a budget that you both agree on this can minimize arguments over money. Communicate a lot – Talk ...

How the Indy 500 is Like Your Investments

Created on Friday, 08 May 2015. Posted in content/blog

... slower speeds (lower returns). Drivers in the Indianapolis 500 need patience and discipline to make it through the long 200 laps and 500 miles.  They realize the race isn't won on the first lap.  ...

Six Smart Things to Do With Your Tax Refund

Created on Thursday, 30 April 2015. Posted in content/blog

... consider these six ideas for smart ways to use your money. Use it to make a Roth IRA or traditional IRA contribution for 2015. The 2015 IRA maximum is $5,500. If you are age 50 or over you can contribute ...

Four Things You Need to Know About Money

Created on Monday, 27 April 2015. Posted in content/blog

... have anything saved. Pay yourself first – Put money away before you spend. You can tell yourself you'll save what's left, but you won't do it. Make sure you're contributing to your 401(k) or other retirement ...

Last Minute Tax-Deduction Tip for 2014

Created on Wednesday, 08 April 2015. Posted in content/blog

Want a last minute tax deduction? If you have a Health Savings Account and haven't contributed the maximum for 2014 you have until April 15th to do so. HSA participants can make tax-deductible contributions ...

March Madness And The Importance Of Getting An Early Lead

Created on Thursday, 02 April 2015. Posted in content/blog

The Elite Eight is now the Final Four and what a March it's been. Some of the best games to watch are when a team is down and goes on a run to get back in it and make it a game again. Just this weekend ...