Everhart Advisors: Financial Insights and Resources

Wealth Management Blogs

Inflation’s Impact to an Investor

With the recent uptick in inflation data our team thought it useful to give lifetime investors some perspective. Investors have…

Wealth Management Blogs

Enhanced Tax Benefits – New Legislation Summarized

In the last 12 months congress has passed several pieces of legislation intended to provide relief to individuals and businesses….

Wealth Management Blogs

2020 Retrospective: Valuable Lessons from a Challenging Year

At this point, it is both trite and painful to revisit the many challenges we faced as a nation in…

Employee Memos

Tax Saver’s Credit Reminder

You may be eligible for a valuable incentive, which could reduce your federal income tax liability, for contributing to your…

Wealth Management Blogs

Rebalancing: Helping You Stay the Course

You did it, a perfect balance. A wonderfully crafted portfolio that maximizes long-term return potential while considering the degree of…

Employer Newsletters

401(k) Today – February 2021

Continuity, Coronavirus, ERISA, Stimulus Package The coronavirus relief includes a “temporary rule preventing partial plan terminations” for plan sponsors of…

401(k)

Think Green: Have You Considered 401(k) e-Disclosures?

Anyone who has received stacks of mailed booklets, leaflets or other paper 401(k) disclosure materials might be cheering about the…

Wealth Management Blogs

Can Volatility Be an Enjoyable Ride?

Many thrill seekers pay big money and wait in long lines for some of the world’s most extreme rollercoasters. Most…

Employee Memos

How Much Do You Know About Your Retirement Plan?

Retirement Plan Facts Your employer provides you with a retirement plan for you to save money in, tax-deferred, for the…

Employer Newsletters

401(k) Today – January 2021

Former Employees with Plan Assets are Still Plan Participants Plan Sponsors should understand that terminated employees who left their account…

401(k)

ERISA Update: 5 Big Changes Plan Sponsors Need to Know

If navigating a worldwide pandemic weren’t enough, the world of employee benefits continues to throw curve balls at employers and…

Wealth Management Blogs

Should I refinance my mortgage? 3 things to consider

Refinancing is the process of amending or revising your mortgage loan agreement, often resetting the interest rate, term length, and…