Author: Carly DeBaldo

Everhart Advisors Announces the Addition of Five New Shareholders

Everhart Advisors is thrilled to announce that five employees, Lisa Block, Jon Hlavac, Logan Jones, Becky McMillen and Ian Schmidt have become shareholders. According to Scott Everhart, Everhart Advisors’ President and CEO, “Each of them is an elite performer and has contributed greatly to our success.”   Lisa Block, CLTC® is a Senior Retirement Plan […]

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The stages of financial wellness for participants

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: Paying down debt Paying […]

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How to Think About Financial Wellness ROI

If you want to sell your C-suite on paying for an employee financial wellness program, you’ll probably hear this question from your CFO: What’s the ROI? It’s natural for a chief financial officer to ask about the return on investment (ROI) from spending the organization’s money on a program that, at first glance, appears to […]

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