Everhart Advisors: Financial Insights and Resources

Employee Memos

Navigating the New Year: A Guide to Financial Reflection and Resolutions

Happy New Year! As we embrace the new year, it’s the perfect time for a comprehensive review of your financial…

Employer Newsletters

401(k) Today – December 2023

Happy Holidays! As 2023 comes to a close we want to express our sincere gratitude for your unwavering support and…

Employee Memos

Financial Frost Checkup

As the winter season blankets our surroundings, it’s the perfect time to conduct a comprehensive review of your financial situation….

Employer Newsletters

401(k) Today – November 2023

401(k) Fears: What’s a Plan Sponsor to Do? Sound investment decisions are rarely made under the weight of worry. The…

Employee Memos

Gobbling Up Good Financial Habits

Holidays are all about spreading cheer and giving, but sometimes people tend to go a bit overboard, which can later…

Employer Newsletters

401(k) Today – October 2023

Hardship Distributions Surge: Strategies for a Troubling Trend More and more workers are taking hardship distributions from their 401(k) accounts,…

Employee Memos

Smart Portfolio Stress Testing: Your Retirement Safety Net

You’ve been diligent—saving, monitoring retirement accounts, consulting your advisor. But are you prepared for life’s uncertainties? Your retirement plan relies…

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…