Employee Memos Archives - Everhart Advisors

Employee Memos

Your Guide to a Financially Healthy New Year

Reexamining your finances at the start of the year may not seem as exciting as making a commitment to healthier…

Employee Memos

A Holiday Financial Checklist to Help You Plan Ahead

As the year winds down and the holidays inspire reflection and renewal, it’s an ideal time to organize your financial…

Employee Memos

Harvesting Financial Lessons

Thanksgiving offers more than just family gatherings and meals—it encourages reflection on finances with gratitude. The holiday can inspire better…

Employee Memos

Retirement Plan Crossword

Test your retirement knowledge with our crossword puzzle and see how well you know your retirement plan vocabulary! Across 3….

Employee Memos

Employer Matching – How to Make the Most of Your Plan

Many defined contribution plans include something called employer matching, meaning that your employer contributes a certain amount to your retirement…

Employee Memos

How Much Do You Know About Target Date Funds?

The average person is likely unfamiliar with the term “TDF” however it is the most utilized andfastest-growing investment option in…

Employee Memos

QUIZ: How Much Do You Know About Your Retirement Plan?

Many people often find that they know far less about their retirement plan than they thought. Test yourself with the…

Employee Memos

Estimating Your Financial Needs for Retirement

Financial planners who conduct pension consulting have been pointing out that you can find yourself in trouble when you reach…

Employee Memos

Navigating Health Savings: Your HSA Guide

Health savings accounts (HSAs) have surged in popularity over the years. You may have encountered them, possibly as part of…

Employee Memos

Tax Tips to Maximize Retirement Savings

Retirement represents a major turning point in one’s life. One factor that remains, regardless of this new chapter in your…

Employee Memos

7 Tips to Prepare You for Retirement

A secure and happy retirement requires careful planning and is a well-constructed process. Starting now will give you plenty of…

Employee Memos

Strategies for Maximizing Workplace Retirement Benefits

Considering that more than 40% of employers now match employee contributions to retirement plans, taking advantage of this opportunity is…