Everhart Advisors: Financial Insights and Resources

Wealth Management Blogs

Navigating the Restart: Smart Strategies for Student Loan Repayment

Welcome back, diligent scholars! With the resumption of student loan payments, it’s natural to feel a mix of emotions, especially…

Employer Newsletters

401(k) Today – September 2023

Empowering Gen Z: Setting Your Youngest Participants up for Success Understandably, companies typically devote considerable attention to assisting participants nearing…

Employee Memos

Are You Over The Age of 50?

Consider making a catch-up contribution to your retirement! If you contribute $7,500 each year from age 50 to age 67…

401(k)

IRS Grants Two-Year Delay in Roth Catch-Up Requirements

On August 25, 2023, the Internal Revenue Service issued Notice 2023-62 providing guidance for a two-year administrative transition period that serves to…

Employer Newsletters

401(k) Today – August 2023

Employees Want Financial Planning Support — and Aren’t Afraid to Ask for It Financial stressors including stubbornly high inflation and…

Employee Memos

Risk-proofing Your Future: Personal Protection Strategies

Are you prepared for a secure financial future? Discover some key aspects of a comprehensive risk management strategy. By developing…

Employer Newsletters

401(k) Today – July 2023

Connection to Future Self Is Key to Retirement Readiness The relationship we forge with our future selves can greatly impact…

Employee Memos

Build a Bright Retirement Future

Clear, achievable, and meaningful goals can lay the foundation for success. Vague aspirations may have limited worth without a well-defined…

Employer Newsletters

401(k) Today – June 2023

Closing the Auto-escalation Gap High participation rates don’t always translate to high deferral rates. According to the 2022 Callan Defined…

Employee Memos

How Much is Enough?

There are many formulas for figuring out how much money you need to retire. While thinking seriously about retirement finances…

Employer Newsletters

401(k) Today – May 2023

Dear Prudence: What is Prudence Anyway? When it comes to monitoring and selecting investments, the responsibility lies with the ERISA…

Employee Memos

The Advantage of Saving Early

The early bird really could get the worm! In the chart below you will find no secret tips or tricks…