Employee Memos Archives - Everhart Advisors

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…

Employee Memos

Navigating the New Year: A Guide to Financial Reflection and Resolutions

Happy New Year! As we embrace the new year, it’s the perfect time for a comprehensive review of your financial…

Employee Memos

Financial Frost Checkup

As the winter season blankets our surroundings, it’s the perfect time to conduct a comprehensive review of your financial situation….

Employee Memos

Gobbling Up Good Financial Habits

Holidays are all about spreading cheer and giving, but sometimes people tend to go a bit overboard, which can later…

Employee Memos

Smart Portfolio Stress Testing: Your Retirement Safety Net

You’ve been diligent—saving, monitoring retirement accounts, consulting your advisor. But are you prepared for life’s uncertainties? Your retirement plan relies…