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Updates

May 25th, 2022

Is the Roth 401(k) Right for Me?

The Economic Growth and Tax Relief Reconciliation Act of 2001 introduced the Roth 401(k) as aretirement plan that employers may offer to their employees as of January 1, 2006. Of course, there arequestions that need to be considered, the most important being, should you contribute to a Roth 401(k)? What Is the Roth 401(k)? The … more »
May 23rd, 2022

How the Indy 500 is like Investing

The Greatest Spectacle in Racing, the Indianapolis 500, returns to the Indianapolis Motor Speedway (IMS) this month on Memorial Day weekend for its 106th running. I’m a big fan of the race, the history of the race and the track itself. Just as I’m a student of the history of the track, I’m also a student … more »
Aug 21st, 2020

How the Indy 500 is Like Investing

Ed Snyder, CFP®­­, ChFC The Greatest Spectacle in Racing, the Indianapolis 500, returns to the Indianapolis Motor Speedway (IMS) this weekend for its 104th running. The 500 is normally held on the Sunday of Memorial Day weekend, but, like so many other events this year, was postponed because of COVID-19. I’m a big fan of … more »
Apr 1st, 2020

Understanding the New CARES Act

On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (the CARES Act) into law. The CARES Act has been enacted as a direct response to the COVID-19 pandemic and is intended to provide immediate and ongoing economic relief to individuals and businesses affected by the crisis. The following Q&A … more »
Mar 9th, 2020

Coping With Financial Anxiety in Uncertain Times

As news of the coronavirus continues to dominate the headlines and cause turmoil in the markets, it’s understandable that you may be concerned about your portfolio. Financial anxiety can have a profound impact on your quality of life—so we thought we’d share some tips to help you minimize stress during these uncertain times: Focus on … more »
HSA
Oct 29th, 2019

HRA vs. HSA Calculator

One key decision for Lilly employees during open enrollment is what health insurance plan you will use next year. You can choose from the HRA (Health Reimbursement Account) or the HSA (Health Savings Account). These two plans are very much the same in what they cover. The differences are in the premium, deductibles and out-of-pocket … more »
May 23rd, 2019

How the Indy 500 is Like Investing

Ed Snyder, CFP®, ChFC The Greatest Spectacle in Racing, the Indianapolis 500, returns to the Indianapolis Motor Speedway (IMS) this weekend for its 103rd running. I’m a big fan of the race, the history of the race and the track itself. Just as I’m a student of the history of the track, I’m also a … more »
Mar 1st, 2019

What Are Restricted Stock Units and What Do I Do With Them if I Receive Them?

Ed Snyder, CFP®, ChFC Over the last couple of weeks, many Lilly employees have received shares of Lilly stock from Restricted Stock Unit (RSU) awards. Often-times we find confusion among people about what exactly Restricted Stock Units are and what people need to do with them. RSUs are not like stock options that were much … more »

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