Everhart Advisors: Financial Insights and Resources

Employee Memos

Ten Things to Know about Your Employer’s Retirement Plan

1. What it is? Your employer’s retirement plan is a defined contribution plan designed to help you finance your retirement….

401(k)

Staying the Course through Volatile Markets

Turbulent times can bring turbulent markets. Many factors cause chaotic swings in the investing world including housing bubbles, political elections,…

Wealth Management Blogs

The Election and The Stock Market

As a financial advisor I find myself “talking shop” with greater frequency during an election year. Thinking about how each…

Employee Memos

Budgeting for Retirement

There are all kinds of “rule of thumb” numbers floating around for how much income you’ll need in retirement, but…

Employer Newsletters

401(k) Today – October

To Roth or not to Roth Many Defined Contribution retirement plan participants are uncertain as to benefits of allocating their…

Wealth Management Blogs

The “Coronavirus Crash”—What Have We Learned?

On February 19th, the United States stock market measured by the S&P 500 index closed at an all-time high of…

Employer Newsletters

401(k) Today – September

Good News 401(k) T. Rowe Price did a deep dive into its recordkeeping data and surfaced with a few important…

Wealth Management Blogs

“I have student loans and extra cash – what should I do?”

If you are like many young adults, you have student loans. Some are ashamed of their loans and are afraid…

401(k)

3 Fiduciary Action Items During Turbulent Times

COVID-19 has brought many updates, changes, and challenges, and we know the stress this can place on a plan sponsor….

401(k)

Surveys reflecting employer and employee behavior during pandemic

Now that it’s been weeks since the pandemic began and the CARES Act passed, we have surveys providing data on…

401(k)

COVID-19 Quick Tips

Here are some quick tips for your employees to help them navigate their ﬁnances during this coronavirus pandemic. We invite…

401(k)

Loan and Distribution Considerations for Your Employees

It’s here, the communication piece you’ve been looking to distribute to your employees. In the documents below we breakdown the…