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Total: 43 results found.

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

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

... investment account? It can be all of these things. HSAs are available to those that have high-deductible insurance plans. The money in the HSA can be used to meet deductible and other out-of-pocket health ...

Where to Invest Money You Need in the Next Five Years

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

An issue that has come up frequently the last several years is when people have money in savings that they don't need right now but they need it in a year or two for some specific goal like a vacation ...

How Investing Should Be Like Summer

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

... is informed by your financial plan. Your financial plan details your different financial goals – things like money for retirement, college expenses, replacing income if a spouse dies. If you have a financial ...

How to Reduce Income Taxes on a Severance Package

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

... income tax. With a large amount of money like this received in one year, especially if combined with other income earned during the year, you can easily find yourself in a higher tax bracket as a result ...

15 Things to do When You Lose Your Job

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

... It's about your company's need to reduce expenses. It's not about your failure; it's about your company's failure to raise enough money to support all of its workers. Often, very talented people are laid ...

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

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

... insurance. What happens when 48 year old dad passes away unexpectedly leaving mom and three kids? Where are they going to get the money to replace the income he earned? Where's the money coming from to ...

Comparing the Clinton and Trump Child Care Plans

Created on Monday, 19 September 2016. Posted in content/blog

...  Workers spend time out of the workforce providing this care, thus costing their families money. The two presidential candidates have proposed different ways of reducing part of this burden on families ...

Your Employer's Life Insurance May Not Be The Best Deal

Created on Friday, 02 September 2016. Posted in content/blog

Save money on your life insurance and put the savings in  your 401(k) Many workers sign up for the life insurance that their employer offers and I don't think they give it much thought. They ...

In The News

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

... College Anxiety Drains Away Client Savings MagnifyMoney.com, October 21, 2016:  How to Jumpstart an Underperforming 401(k) Indianapolis Business Journal, October 10, 2016: Wall Street Analysts ...

Four Things Every Lilly Employee Should Know

Created on Thursday, 16 July 2015. Posted in content/blog

... any method, but you still chose them! But you may not have looked at it in years and you're not really sure if you'll have enough money to retire with the lifestyle you want. You know where you want to ...

8 Money Rules for Newlyweds

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

We're coming into wedding season and if you're tying the knot this summer here are 8 money rules to get you started off on the right foot as you begin your new life together. Pool the money – You're ...

5 Places for Lunch for $5

Created on Tuesday, 05 May 2015. Posted in content/blog

... to eat out and don't want to spend a lot of money. Here's my list of 5 places you can get lunch for around $5 in the Indianapolis metro area. Bazbeaux Pizza (www.bazbeaux.com) - Bazbeaux offers a lunch ...

Six Smart Things to Do With Your Tax Refund

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

The average tax refund in 2014 was $2,696. Did you know that about eight out of every ten tax returns filed in 2013 got a refund? If you're one of the lucky eight, before you run out and blow the money, ...

Four Things You Need to Know About Money

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

...  Here are four basic finance lessons you can practice every day : Budget – spend the money on paper first so you know where your money is going. Otherwise it's going to leak out everywhere and you won't ...

Last Minute Tax-Deduction Tip for 2014

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

... and if you haven't maxed it out for 2014 login and transfer some funds and save some tax money. LD053209-04/15  ...

St. Patrick's Day and Three Things It Can Teach Us About Money

Created on Monday, 16 March 2015. Posted in content/blog

... names like "Shamrock Shuffle", pub crawls, green beer and dyeing rivers or canals green. For all the fun that it is, it can also help teach us some serious lessons about money. The Shamrock: Legend has ...