i-servicesl

As Seen In:

In The News



Investors Business Daily, November 11, 2016: Social Media: Five Tips for Improving Effectiveness

InsuranceNewsNet.com, November 10, 2016: 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 Jumping on Lilly Train

Quicken Loans Zing Blog, October 6, 2016: What Your Retirement Might Look Like if You Put Off Saving for it 

CheatSheet.com, September 29, 2016: 4 Things to Know Before Taking Money From Retirement Accounts

U.S. News & World Report, September 22, 2016: Pro and Cons of Contributing to a Roth IRA in Your 70s

U.S. News & World Report, September 20, 2016: 5 Ways to Turbocharge Your 401(k)  

Deseret News, October 19, 2015: How to Manage the Tax Implications of Investing

                http://national.deseretnews.com/article/6440/how-to-manage-the-tax-implications-of-investing.html

USA Today, September 12, 2015: How to Keep Your Retirement on Track With A Boomerang Kid

                images/stories/pdf/boomerang_kids_article.pdf

Dailyworth.com, August 12, 2015: 5 Budgeting Steps for Newlyweds

                https://www.dailyworth.com/posts/3786-5-newlywed-budget-tips/1

Bankrate.com, July 8, 2015: How to Retire at 50: Take These 3 Steps to Freedom

                http://www.bankrate.com/finance/retirement/how-to-retire-at-50-in-3-steps.aspx

FoxBusiness.com, June 15, 2015: 7 Best Ways Retirees Can Boost Their Income

                http://www.foxbusiness.com/investing/2015/06/15/7-best-ways-retirees-can-boost-their-income/

AutoTrends.org, June 8, 2015: Consumer Car Loans Reach Record Lengths

                http://www.autotrends.org/2015/06/08/consumer-car-loans-reach-record-lengths/

GoBankingRates.com, June 4, 2015: 7 Best Ways Retirees Can Boost Their Income

                http://www.gobankingrates.com/personal-finance/7-best-ways-retirees-can-boost-income/

TheStreet.com, June 4, 2015: Retirement Investors May Have Been Doing Rollovers Wrong All Along

                images/stories/pdf/retirement_investors_doing_rollovers_wrong.pdf

Money.com, May 31, 2015:6 Fear-Based Moves That Lower Your Net Worth

                http://time.com/money/3902024/net-worth-fear-strategies/

Thecreditsolutionprogram.com, May 18, 2015: What You Need to Know About Quarterly Estimated Tax Payments

                http://www.thecreditsolutionprogram.com/what-you-need-to-know-about-quarterly-estimated-tax-payments/%20

Financialeducatorscouncil.org, May 14, 2015: Two Financial Education Books Stand Out to Advise Ordinary Citizens About Money

                http://www.financialeducatorscouncil.org/general-financial-education-book-recommendations/

BankRate.com, May 11, 2015: High-Yield Checking: Demand More for Your Money

                http://www.bankrate.com/finance/checking/demand-more-from-high-yield-checking-account.aspx

SmallStepsParenting.com, May 4, 2015: “6 Ways for your family to decrease their spending now”

                http://www.smallstepsparenting.com/2015/05/04/6-ways-for-your-family-to-decrease-their-spending-now/

CreditCards.com, April 29, 2015: “12 Surefire Ways to Create Money and Credit Problems”

                http://www.creditcards.com/credit-card-news/12-ways-create-money-credit-problems-1267.php

Quicken Loans Zing Blog, April 23, 2015: “How Much Should You Save to Have Financial Stability?”

                http://www.quickenloans.com/blog/how-much-should-you-save-to-have-financial-stability

MainStreet.com, April 8, 2015: “Apple Watch Decision-Making: Will You Buy the Hot New Tech Accessory?”

                https://www.mainstreet.com/article/apple-watch-decision-making-will-you-buy-the-hot-new-tech-accessory

MainStreet.com, April 8, 2015: “The Most Memorable Money Lessons From Mom and Dad: 6 True Stories”

                https://www.mainstreet.com/article/the-most-memorable-money-lessons-from-mom-and-dad-6-true-stories

MainStreet.com, April 2, 2015: “Obamacare Profits Health Insurance Companies While Hurting Some Consumers”

                https://www.mainstreet.com/article/obamacare-profits-health-insurance-companies-while-hurting-some-consumers

TheSimpleDollar.com, March 19, 2015: “Why Americans Aren’t Ready for an Emergency”

                http://www.thesimpledollar.com/why-americans-arent-ready-for-an-emergency/

MainStreet.com, February 18, 2015: “40 Days of Savings: “Money Wasters” to Give Up for Lent to Boost Your Finances”

                https://www.mainstreet.com/article/40-days-of-savings-money-wasters-to-give-up-for-lent-to-boost-your-finances

FiduciaryNews.com, November 4, 2014: “Retirement Saving: How Responsible is the 401(k) Fiduciary?”

                http://fiduciarynews.com/2014/11/retirement-saving-how-responsible-is-the-401k-fiduciary/

The Wall Street Journal, November 4, 2014: “Voices: Ed Snyder, on Building a Practice Around a Single Company”

                http://www.wsj.com/articles/voices-ed-snyder-on-building-a-practice-around-a-single-company-1415121388

Bloomberg News, July 9, 2012: “Wall Streeters Lose $2 Billion in 401(k) Bet on Own Firms”

                http://www.bloomberg.com/news/articles/2012-07-09/wall-streeters-lose-2-billion-in-401-k-bet-on-own-firms

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, remarriage alter your finances”

Indianapolis Business Journal, April 19, 2010: “Dividend doubt looms over Lilly”

Indianapolis Star, January 31, 2010: “What are derivatives and should I add them to my own portfolio?”

Indianapolis Star, January 3, 2010: “What financial resolutions are you recommending for 2010?”

Indianapolis Star, October 11, 2009: “How should I manage the risk of inflation in my portfolio?”

 

WRTV Channel 6 5:00 pm news, September 14, 2009

Ed discusses financial issues Lilly employees should consider in light of the restructuring announcement

Indianapolis Star, September 13, 2009: “Should I continue my 401(k) contributions or save cash instead?”

Indianapolis Star, June 21, 2009: “How often should I rebalance my investment portfolio?”

Indianapolis Star, May 31, 2009: “Is now a good time to find retail-related investment bargains?”

Indianapolis Star, February 8, 2009: “I am on a fixed income. How can I stretch my money in 2009?”

 

WTHR Channel 13 11:00 pm news, December 30, 2008

Ed interviewed by reporter David MacAnally about last minute tax savings opportunities

Indianapolis Star, November 16, 2008: “Do you have any advice on rebalancing my stock portfolio or 401(k)?”

Indianapolis Star, November 2, 2008: “Is it better to purchase disability insurance at my job or on my own?”

 

WTHR Channel 13 11:00 pm news, October 6, 2008

Ed interviewed by reporter David MacAnally about what to do in wake of the recent market volatility

               

 

WTHR Channel 13 11:00 pm news, August 4, 2008

Ed interviewed by reporter David MacAnally about trading in your SUV due to gas prices

Indianapolis Star, August 3, 2008: “My real estate agent can’t sell my house. Is there another way to go?”

Indianapolis Star, July 20, 2008: “My spouse and I argue a lot over money. How can we keep the peace?”

Indianapolis Star, May 11, 2008: “Does a Roth 401(k) have advantages over a traditional 401(k)?”

Indianapolis Star, April 17, 2008: “Lilly looks to trim 500 local jobs”

Indianapolis Star, April 6, 2008: “What are key details of the tax rebate package and how can I get it?”

Indianapolis Star, February 24, 2008: “Underwater stock options”

Indianapolis Star, December 21, 2007: “Is contributing to my company 401(k) the best way to save for retirement?”

Indianapolis Star, October 12, 2007: “Do I need a personal finance software program? Which one is the best?”

Indianapolis Star, September 7, 2007: “What life insurance type gives you the most value for your money?”

Indianapolis Star, May 11, 2007: “Should I max out my 401(k) or also invest in other retirement vehicles?”

Indianapolis Star, December 15, 2006: “What can I do before the end of the year to reduce my taxes?”

Indianapolis Star, August 27, 2006: “Are there advantages in converting a traditional IRA to a Roth IRA?”

Indianapolis Business Journal, July 31, 2006: “Ethanol backer harvesting investors”

Indianapolis Business Journal, May 15, 2006: “Investors often end up being their own worst enemies”

Indianapolis Star, April 2, 2006: “How do I decide 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 401(k) money to pay my child’s college tuition?”

 

Indianapolis Business Journal – Health Care Benefits supplement, September 19, 2005

“Too many cashing out of 401(k)s”

Inside 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 Star, June 27, 2005: “Taking stock: Lilly workers get more 401(k) flexibility”

Indianapolis Star, May 12, 2005: “No guarantee you’ll get payout, planner says”

Indianapolis Star, April 13, 2005: “Dollens is among execs at Guidant selling shares”

Indianapolis Star, February 27, 2005: “Guidant sale has hidden cost”

Indianapolis Business Journal, November 1, 2004: “Reevaluating your portfolio can boost your nest egg”

 

WTHR Channel 13 5:30 pm news, October 1, 2004

Chris interviewed by news anchor Bruce Kopp about 72 month zero interest auto loans

Indianapolis Star, September 20, 2004: “Corner Office – Retirement plan calls for strategy”

Indianapolis Business Journal, September 8, 2003: “Long unemployment requires solid plan”

Inside Indiana Business, April 14, 2003: “7 things to do if you’re being laid off”

Indianapolis Business Journal - Retirement Planning Guide supplement, April 2003: “It’s time to ‘buy’ your retirement”

Indianapolis Star, March 10, 2003: “Financial education eludes workforce”

Indianapolis Business Journal, February 10, 2003: Adding commissions to tuition plan brings results”

Indianapolis Star, December 7, 2002: “Investors tally losses as year’s end nears”

Indianapolis Star, October 20, 2002: “Smart investor values balance and discipline”

Indianapolis Prime Times, October 2002: “Avoid five common investment mistakes”

Indianapolis Star, September 12, 2002: “Standards sought for financial planners”

Indianapolis Business Journal, July 29, 2002: “Advisors say market investors aren’t panicking”

Indianapolis Star, July 25, 2002: “News buoys stocks”

Indiana Business Magazine, July 2002: “Life planners: Financial planners offer more than advice on money”

Indianapolis Star, May 31, 2002: “Better talk finances before you say ‘I do’”

Indianapolis Business Journal - Retirement Planning Guide supplement, April 2002: “Saving for retirement when no time left”

Indianapolis Star, March 22, 2002: “Braving Bonds”

Indianapolis Star, March 3, 2002: “AES is proof that investors must be alert in mergers”

Indianapolis Business Journal, February 25, 2002: “Financial education helps employees, employers”

Indianapolis Star, February 17, 2002: “How to keep health insurance in difficult times”

The Daily Ledger, February 2, 2002: “Adviser backs diversity in 401(k)”

Indianapolis Star, January 18, 2002: “Enron's fall reshapes thinking on 401(k)s”

Indianapolis Business Journal, January 14, 2002: “Financial planning difficult after layoff”

Indianapolis Business Journal, January 14, 2002: “Nine smart financial moves to kick off 2002”

Indianapolis Star, November 9, 2001: Taking charge of your money

Indianapolis Star, October 26, 2001: Real estate stocks are piquing public's interest”

Indianapolis Business Journal, October 22, 2001: “The stock market and crisis: a historical view”

Indianapolis Star, October 8, 2001: “A sound strategy can lessen unforeseen financial hardship”

The Daily Ledger, October 2, 2001: Interest-rate cuts induce spending”

Indianapolis Star, September 24, 2001: “Some stocks still fairly safe in wake of terrorist attacks”

Indianapolis Business Journal, September 24, 2001: “Through thick and thin”

The Daily Ledger, September 13, 2001: “Financial advisers: No need to Panic”

Indianapolis Business Journal, March 19, 2001: “Financial leaders weigh in on death tax”