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Total: 45 results found.

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

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

... use an HSA for long-term retirement savings. Money in your HSA rolls over at the end of the calendar year. They are not "use-it-or-lose-it" like Flexible Spending Accounts Health Reimbursement Accounts. ...

Lilly HSA Plan Changes – Effective October 3, 2017

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

... a short-term trading fee. New investments in Class A shares will be blocked beginning September 22 to help participants avoid being subject to this fee. The Institutional Class Shares will re-open for ...

Eli Lilly Employee Voluntary Early Retirement Program (VERP) Decision

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

... a customized retirement analysis that takes into account your specific Lilly benefit programs. We can help you determine if you can maintain your lifestyle throughout retirement based on an early retirement, ...

Where to Invest Money You Need in the Next Five Years

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

... investments because the last thing you want when saving money for a short-term goal is to have a return that fluctuates and goes negative. So if we're trying to do better than a savings account but don't ...

How Investing Should Be Like Summer

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

... experts. If you're a long-term investor none of that stuff matters. Investing doesn't have to be complicated. It should be simple. Do the work up front. Get a good financial plan and a well-thought-out ...

Dow 20,000. Now What?

Created on Thursday, 26 January 2017. Posted in content/blog

... shows on TV and hear a guy on the radio or see an article online and try to get some "insight" into where the market's headed next. I'm okay not knowing where the market may go in the short term. I'm ...

15 Things to do When You Lose Your Job

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

... determine if a different career would be more enjoyable and rewarding. Perhaps you should consider self-employment? 11.   BUDGET YOUR TIME. Plan your time as you would a business project. Determine ...

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

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

... cannot live without. What do cell phones have to do with life insurance you ask? I am 44 years old and I can get $1,000,000 of term life insurance that will be with me for 20 years for $87 a month. Now, ...

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

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

...  There are a lot of life insurance options out there. The cases I'm talking about here we are using term insurance – usually a 15, 20 or 30 year term. Your situation will dictate what's best. If you have ...

The Brexit is Breaking News

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

... awful things. Don't let the news coverage get you too worked up. Remember that the media's incentives are short term while most investor's goals are long term. By next month we'll be hearing about the ...

A Message About the Markets

Created on Tuesday, 25 August 2015. Posted in content/blog

... are two of the most important factors for long-term investing success. It is at times like these that patience and discipline become most important, but it is also when they can be the most difficult to ...

In The News

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

...  WTHR Channel 13 11:00pm news, August 17, 2011 Ed discusses market volatility and having a long-term perspective. Indianapolis Star, December 12, 2010: “Understand how split, ...

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

... Morningstar as of 4-30-2015) Many successful long-term investors don't get too excited when things are going well, and they don't despair when things are going poorly. Instead, they stick to long-term ...