Updates

The Risk of Owning Too Much of Your Employer’s Stock and What to do About it

Apr 23rd, 2019

Ed Snyder, CFP®, ChFC Over the last year, Eli Lilly stock has increased 48% from $80 a share to $117 a share. That means a lot of people have a lot more money in Lilly stock than they did a year ago. It also means it’s a good time to assess your portfolio and see … more »

I Have a Lot of Lilly Stock. How Do I Sell Some of it Without Getting Killed in Taxes?

Mar 14th, 2019

Ed Snyder, CFP®, ChFC Many Lilly employees have accumulated a large amount of Lilly stock due to equity compensation, including Performance Awards and Restricted Stock Units. And many Lilly employees are much wealthier than they were five years ago because of having received these equity awards and the increase in the price of Lilly stock … more »

10 of the easiest, most effective ways to save for retirement

Mar 1st, 2019

Saving for retirement can be overwhelming, but it doesn’t have to be. Americans are urged to start saving early and consistently for retirement. As the country’s private workforce continues to move away from pensions and toward defined-contribution plans, including 401(k) and 403(b) plans, Americans are responsible for funding their own futures. The U.S. is on … more »

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

Mar 1st, 2019

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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