financial wellness Archives - Everhart Advisors

Employer Newsletters

Moving Target Dates: Delayed Retirement Realities

For many American workers over 50, retirement timelines have become a moving target, with increasing numbers now planning to stay…

Employer Newsletters

How Legislation, Location, and Longevity Are Shaping Retirement Readiness

Retirement planning starts with numbers such as savings targets, contribution rates, and investment returns. These kinds of foundational metrics guide…

Employer Newsletters

Talking Retirement Across Generations

In today’s workforce, the demographic ages range from Gen Z to Baby Boomers. This is a gap of approximately 60…

Employer Newsletters

Guiding 60-Somethings Through the Final Stretch of Retirement Planning

Participants in their 60s are poised on the cusp of retirement, where every move can have big consequences. Plan sponsors…

Employer Newsletters

Rising Hardship Withdrawals Putting Retirement at Risk

A growing number of workers are raiding their employer-sponsored retirement plans to cover emergency expenses, highlighting an alarming trend in…

Employee Memos

Four Basic Steps for a Successful Retirement

We understand that most retirement savers aren’t financial experts, and that can make preparing for retirement feel overwhelming. The good…

Employer Newsletters

The Retirement Planning Gap Affecting Two in Three Investors

Despite the importance of retirement planning, a staggering 67% of investors admit to spending no time at all working on…

Employer Newsletters

Helping Gen Xers Weather a Perfect Storm

Generation X — comprising those born between 1965 and 1980 — faces unique financial and social pressures that have left…

Employee Memos

Your Guide to a Financially Healthy New Year

Reexamining your finances at the start of the year may not seem as exciting as making a commitment to healthier…

Employee Memos

A Holiday Financial Checklist to Help You Plan Ahead

As the year winds down and the holidays inspire reflection and renewal, it’s an ideal time to organize your financial…

Employee Memos

Harvesting Financial Lessons

Thanksgiving offers more than just family gatherings and meals—it encourages reflection on finances with gratitude. The holiday can inspire better…

Employer Newsletters

IRS Issues Guidance on Student Loan Matching

Thirty percent of adults in the U.S. report having received a student loan to further their education. According to the…