Everhart Advisors: Financial Insights and Resources

Access to an advisor tends to improve retirement confidence, according to a recent survey by the Employee Benefit Research Institute…

According to Escalent’s 2025 Retirement Planscape study, more than half of plan sponsors rank cybersecurity as their No. 1 “plan…

The Problem: Cash‑Out Leakage and Lost Accounts American workers now hold an average of more than 12 jobs over the…

When you think of the benefits of your retirement plan, tax-deferred savings and matching contributions are probably top of mind….

New research from Fidelity highlights the increasing pressures many employers face as they work to guide employees toward a secure…

The IRS has finalized regulations under SECURE 2.0 that will impact how certain participants save for retirement. Under this change,…

For many workers today, saving for retirement feels almost bleak. According to the 2025 Goldman Sachs Retirement Survey, 42% of…

As the year winds down it’s easy for spending to ramp up. From travel and celebrations to those endless online…

Markets have been flirting with record highs on a regular basis, but not all employees are riding the wave toward…

Prescription drug costs remain one of the biggest challenges for both employers and employees. The executive orders call for greater…

Retirement could often be seen as the “end of the road,” but that idea may not fit everyone. Your retirement…

The Department of Labor (DOL) is asking for public input on how to support small businesses that want to adopt…