Everhart Advisors: Financial Insights and Resources

We’re excited to announce that our Dublin, Ohio, office will be relocating to a new address in February 2025. This…

The Department of Labor (DOL), in partnership with the Internal Revenue Service (IRS), released a statement in November detailing disaster…

The Supreme Court has again declined to address whether ERISA disputes can be resolved through arbitration, leaving plan sponsors with…

According to a recent release, the Portability Services Network (PSN), which began with three of the biggest recordkeepers in the…

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

Having a financial plan is telling your money where to go rather than wondering where it went. The idea of…

When considering short-term funding options, participants are often advised to avoid tapping into their 401(k) accounts through loans or hardship…

The U.S. Department of Labor (DOL) recently released voluntary guidance emphasizing the importance of ethical and transparent use of artificial…

Americans believe they need nearly $1.5 million to retire comfortably, a number that has soared by more than 50% since…

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

By the second quarter of this year, the number of “401(k) millionaires” rose 2.5% from Q1, marking a record high…

The Federal Reserve’s recent 50 basis point interest rate cut, with more reductions expected by year’s end, may leave employees…