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Total: 36 results found.

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

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

... at an example: Eli Lilly VERP Real Life Example – Jane Jane has 26 years of service and is 50 years old. Following is the estimated pension amount under the Voluntary Early Retirement Program (VERP). ...

Eli Lilly Employee Voluntary Early Retirement Program (VERP) Decision

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

... benefits would be greater than the benefits offered in the VERP. Early retirement could impact your Social Security benefits, which are based on your average earnings over 35 years of work. And it's important ...

Should I Choose an HRA or an HSA?

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

... an HSA for 2018 is $3,450 for individuals or $6,750 for families. Let's assume that a worker is 40 years old and works until they are 65 years old and contributes $6,750 each year to his or her HSA. ...

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

... sales, contracting consumer credit to a lack of progress in Washington. Global Stocks Post Strongest First Half in Years, Worrying Investors – So this one starts out positive but then leaves the reader ...

How to Reduce Income Taxes on a Severance Package

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

... been from 3 months to 18 month's compensation based on the employee's years of service and it's paid out in a lump sum. That means you get one check with the entire amount. The lump sum is subject to ordinary ...

Dow 20,000. Now What?

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

... that, the market marched up 336 points in 4 short business days to breach that highly anticipated number – 20,000. The Dow's moves in January are a microcosm of how it's moved over the last 40 years. ...

15 Things to do When You Lose Your Job

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

... it cost you today in taxes and penalties, but it may really cost you big later on in retirement.  You lose all those years of compound interest and tax-deferred growth potential.  When you leave ...

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

... age 45-49, age 50-55 and so on. So the same amount of insurance would cost you more money every five years. A great option that's available that many people aren't aware of or don't think about is ...

In The News

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

... how much of my income I should be saving?” Indianapolis Star, January 1, 2006: “I’m 40 years old. What kind of investment mix is right for me?” Indianapolis Star, November 6, 2005: “Should I withdraw ...

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 ...

How the Indy 500 is Like Your Investments

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

... Over those 89 years the market had an annual return within two percentage points of the average of 10.24% only 6 out of 89 years.  That's like saying that Hunter-Reay turned lap speeds near 186 mph ...

How Long Do I Need to Keep My Tax Documents?

Created on Thursday, 07 May 2015. Posted in content/blog

... return to claim a credit or refund, or the IRS can assess additional tax. There are many scenarios that the IRS lists but if you keep your records for at least seven years you should be good. Generally, ...

Four Things You Need to Know About Money

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

... years. Just because it's paid for don't run out and buy a new one with a new payment. Sock that extra money away. So what if someone else has the newer model. We never learned in school that the $4 Starbucks ...

Last Minute Tax-Deduction Tip for 2014

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

... contributions to your HSA of up to $3,300 if you are the only one covered, or if you have family coverage you can contribute up to $6,550. If you are 55 years old or older, you can make an additional contribution ...

March Madness And The Importance Of Getting An Early Lead

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

... build the amount you need. As the Rolling Stones song goes "Time is on my side". Beth and Jane are 24 years old and start working at the same company on the same day. Beth starts contributing to the employer's ...