Updates

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 »

How Financial Planners Keep Anxious Clients on Track During Volatile Times

Nov 21st, 2018
Months of stock market turbulence have meant months of rising anxiety for clients, financial planners say. As a result, some financial planners who are otherwise strong proponents of a buy-and-hold strategy are starting to make changes to the investment portfolios of some of their clients. However, financial advisors say they are not necessarily trying to … more »

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