Everhart Advisors: Financial Insights and Resources

Employer Newsletters

Research: Advisory Support Boosts Retirement Confidence, Lowers Stress

Resources that support informed financial decision-making can help workers navigate the complexity of retirement planning with more confidence and less…

Employer Newsletters

Women’s Savings in Focus

Recent research paints an encouraging picture of women’s financial engagement: most women are actively saving, feel confident about their finances,…

Employer Newsletters

The Boomer Delay: When Employees Don’t Retire “On Schedule”

For many employers, “retirement planning” brings to mind compliance obligations and decisions about plan designs and investment lineups. But retirement…

Employee Memos

Beyond Financial IQ: Confidence Matters

If you listen to financial podcasts, watch TikTok budgeting videos, or read investing tips from online “gurus” and still feel…

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…