Retirement Planning Archives - Everhart Advisors

Employee Memos

Retirement May Be Your Next Adventure

Retirement could often be seen as the “end of the road,” but that idea may not fit everyone. Your retirement…

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…

Employee Memos

3 Ways to Retire with Confidence

Frequently, the news about retirement is pretty pessimistic. Pensions no longer exist for most workers, we aren’t saving enough, and…

Employer Newsletters

Engaging the TikTok Generation on Retirement

Nearly a quarter of all Gen Z employees aren’t enrolled in a company retirement plan, according to BenefitsPro. That’s three…

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

More Retirees Take the Gold Watch, But Keep Their 401(k) Assets In-Plan

A recent Fidelity report reveals that over 80% of plan sponsors prefer to allow employees to keep their assets in-plan…

Employer Newsletters

The Power of Small Data for Retirement Plan Sponsors

As a plan sponsor, you probably spend a fair amount of time dealing with it one way or another —…

Employee Memos

Five Key Strategies for a Successful Retirement

Achieving a comfortable and secure retirement requires careful planning and disciplined financial habits. Here are five essential strategies to help…

Employer Newsletters

The Part-time Participant

The SECURE Act and SECURE 2.0 have increased many part-time employees’ access to employer-sponsored retirement plans. As such, understanding the…