Employee Memos Archives - Everhart Advisors

Employee Memos

Saving in Your 20s, 30s, 40s and Up…What Changes?

No matter how old you are, it’s never too early (or late) to save money for retirement. Each decade comes…

Employee Memos

Four Basic Steps for a Successful Retirement

We understand that most retirement savers aren’t financial experts, and that can make preparing for retirement feel overwhelming. The good…

Employee Memos

Navigating Market Volatility: Stay Focused on Long-Term Goals

As the stock market see-saws through policy uncertainty, it’s understandable to be concerned and perhaps even to feel uneasy. In…

Employee Memos

Five Key Strategies for a Successful Retirement

Achieving a comfortable and secure retirement requires careful planning and disciplined financial habits. Here are five essential strategies to help…

Employee Memos

The Ultimate Guide to Tax Savings

As tax laws evolve and personal financial situations change, it’s essential to stay informed about strategies that can help minimize…

Employee Memos

Maximize Your Employer Match in 2025

Leveraging your employer’s retirement plan match is one of the easiest ways to boost your financial wellness. With over 50%…

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…