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Total: 49 results found.

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

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

... They should look at how the offer fits in with their retirement income plan. Because we provide an Independent Professional Retirement Overview (IPRO) for our clients, when we discuss their VERP offer ...

Lilly HSA Plan Changes – Effective October 3, 2017

Created on Saturday, 09 September 2017. Posted in content/blog

Lilly has recently announced changes to the investment menu within the Health Savings Account (HSA). Effective October 3, 2017, all funds are moving from Class A to Institutional Class Shares. This ...

Eli Lilly Employee Voluntary Early Retirement Program (VERP) Decision

Created on Friday, 08 September 2017. Posted in content/blog

... to work. By continuing to work you would continue to contribute to the Lilly Savings Plan (401k), accrue additional pension benefits and earn credits towards retiree healthcare. You need to weigh if those ...

Should I Choose an HRA or an HSA?

Created on Monday, 28 August 2017. Posted in content/blog

... their options is in the health insurance plan that they choose. As an Eli Lilly employee you can choose from two plans; a Health Reimbursement Account (HRA) or a Health Savings Account (HSA). I assume ...

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

... Lilly, you can do non-payroll, after-tax contributions after you have left as long as you remain on a high deductible health plan. You could do this by continuation of your current Lilly health insurance ...

15 Things to do When You Lose Your Job

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

... not to take COBRA coverage, you can enroll in a Marketplace plan instead. Losing job-based coverage qualifies you for a Special Enrollment Period. This means you have 60 days to enroll in a health plan, ...

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

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

... way to wherever we're going in our car. So we have data plans and texting plans. According to a study by Cowen and Company the average cell phone bill is $120 - $148 per month. Now that's an average of ...

Comparing the Clinton and Trump Child Care Plans

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

... through their child care plans. Let’s take a high-level look at both. Trump’s Plan Parents could deduct the average cost of child care in their state, based on their child's age. The deduction ...

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

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

... around this fall don't just sign up again and forget it. Go ahead and sign up for as much life insurance as you can get. It's the foundation of your financial plan. But then compare it to what an individual ...

The Brexit is Breaking News

Created on Friday, 24 June 2016. Posted in content/blog

It's all over the news that the British have decided to leave the European Union. Don't let this breaking news break your plans. Markets don't like the unknown and how this plays out as far as Britain ...

In The News

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

... Indiana Business, August 2005: “Does your 401(k) Account Work Like a Pension Plan?” Indianapolis Prime Times and Indiana Lawyer supplement, July 2005: “IRA: A nest egg for retirement and beyond” Indianapolis ...

Four Things Every Lilly Employee Should Know

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

... plan, not an afterthought or an add on. Protect your family by making sure you have enough life insurance. How much is enough is best determined as part of an overall financial plan, which leads us to ...

8 Money Rules for Newlyweds

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

... about your budget. Talk about the money and where it's being spent and what your plans are with your money. Discuss your short term goals like next year's vacation and your long term goals like retirement. ...

How the Indy 500 is Like Your Investments

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

... plans that are built around their financial goals and their tolerance for risk.  We believe that the best way to reach those long term goals is to remain disciplined and patient – whether you are ...