Retirement Planning Archives - Everhart Advisors

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…

Employee Memos

Maximize Your Employer Match in 2025

Leveraging your employer’s retirement plan match is one of the easiest ways to boost your financial wellness. With over 50%…

Wealth Management Blogs

Prioritizing Your Cash Flow in 8 Steps

Having a financial plan is telling your money where to go rather than wondering where it went. The idea of…

Employer Newsletters

What Retirement Planning Is Not

Americans believe they need nearly $1.5 million to retire comfortably, a number that has soared by more than 50% since…

Employee Memos

Employer Matching – How to Make the Most of Your Plan

Many defined contribution plans include something called employer matching, meaning that your employer contributes a certain amount to your retirement…

Employee Memos

QUIZ: How Much Do You Know About Your Retirement Plan?

Many people often find that they know far less about their retirement plan than they thought. Test yourself with the…

Employee Memos

Retirement Planning Memo

This month’s employee memo shows participants how much they can save between a 10 and 30 year time period and…