Everhart Advisors: Financial Insights and Resources

Wealth Management Blogs

Cybersecurity Corner: Protecting Your Financial Life

Protecting your financial life has never been more important. Financial fraud continues to evolve rapidly, with scammers using increasingly sophisticated…

Wealth Management Blogs

Balancing Financial Prudence and Lifestyle Fulfillment in Retirement Planning

Many people begin a financial advisory relationship with a familiar set of expectations. They assume their advisor will urge them…

Wealth Management Blogs

The Real Risk in Retirement is Not the Market

Let me start with a simple question—what’s the biggest risk to your retirement? Most people don’t hesitate: “the market.” And…

Wealth Management Blogs

Understanding Trump Accounts

The recently passed One Big Beautiful Bill Act (OBBBA) introduced a new type of savings vehicle that is beginning to…

Employer Newsletters

Retirement Expectations vs. Reality: What Workers May be Getting Wrong

The 2026 Employee Benefit Research Institute (EBRI) and Greenwald Research Retirement Confidence Survey (RCS) finds a widening gap between what…

Employer Newsletters

Proposed DOL Rule Includes Safe Harbor for Those Weighing Plan Investment Options, Including Private Market Exposure

In March 2026, the U.S. Department of Labor (DOL) proposed a rule related to fiduciary prudence under the Employee Retirement…

Employer Newsletters

New Retirement Plan Guidance for Faith-based Employers

Faith-based organizations looking to offer retirement benefits to employees face decisions that secular employers do not, including whether their retirement…

Employee Memos

Timing Is Everything: What to Know About 401(k) Vesting

A 401(k) isn’t just a tool for your own savings. It can also help you access additional retirement support from…

Employer Newsletters

Survey: Knowledge Gap Drives Retirement Plan Nonparticipation

Among people who choose not to participate in their employer-sponsored retirement plan, many cite a lack of understanding as the…

Employer Newsletters

AI Used Widely (Though Not Always Wisely) for Retirement Planning

AI is now a copilot for everyday tasks, helping people with emails, meal planning, workout routines, and more. It’s also…

Employer Newsletters

“Retirement Security Rule” – Latest Developments

With the Department of Labor (DOL) declining to challenge industry groups’ motions for final judgment, the 2024 version of the…

Employee Memos

Market Turbulence: What History Tells Us

When global crises affect financial markets, it can be tempting to rethink your savings strategy. But history indicates that pulling…