Did you know that 53% of full-time employed American adults felt stressed dealing with their personal financial situations over the past few years?[1]
Financial wellness programs can be beneficial to financially-stressed employees, but there are many stages to financial wellness! Our new participant guide covers the three stages of financial wellness:
[1] PwC, “Special Report: Financial stress and the bottom line,” September 2017.
This material is provided for informational and educational purposes only. You should not assume any discussion or information contained in this newsletter serves as the receipt of, or a substitute for, personalized investment advice. Due to various factors, including changing market conditions and/or applicable laws, the content of this newsletter may no longer be reflective of current opinions or positions. Please remember that past performance may not be indicative of future results. There can be no assurance that any specific investment, investment strategy, or product will be profitable, equal past performance, or be suitable for you. Contact Everhart Advisors in writing if there are any changes in your personal or financial situation or investment objectives that would be material to our evaluating our previous recommendations, or if you want to add or modify any reasonable restrictions on your account.
This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax, or other professional advice. The services of an appropriate professional should be sought regarding your individual situation.
Free financial insights delivered straight to your inbox
Columbus, Ohio
5200 Rings Road
Dublin, Ohio 43017
(614) 717-9705
Dayton, Ohio
8525 Gander Creek Drive
Miamisburg, Ohio 45342
(937) 260-4315
Fort Myers, Florida
12140 Carissa Commerce Court
Suite 104
Fort Myers, Florida 33966
(239) 482-8002
Client Login