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The Wiser Advisor Blog
Employee benefits & industry related stories, ideas, and feedback for advisors.
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Balancing Automation in Business Operations
As an entrepreneur, I occasionally like to take a detour from discussing the benefits of our services and instead share my personal...
myHSA
Sep 18, 20233 min read


Understanding the Difference Between Utilization and Bank Rec Reports
In the realm of managing employee benefits, it's crucial for businesses to stay informed about the utilization of their benefits plans...
myHSA
Sep 11, 20233 min read


myFlexplan Allocation: A Complete Guide
myFlexplan is taking the spotlight as our fastest-growing plan type (because it's amazing), but with the myFlexplan comes a term that...
myHSA
Sep 7, 20232 min read


Switching from myHSA to myFlexplan
So, your client is thinking about moving from a myHSA to a myFlexplan and the broad scope of benefits it provides. Sure, the myHSA is a...
myHSA
Sep 7, 20232 min read


Why NOT to Run an HSA In-House
There are MANY reasons why the responsibility of running a Health Spending Account, Wellness Spending Account and/or Flexible Spending...
myHSA
Aug 17, 20231 min read


The Advantages of myFlexplan
If our different plans were our kids, we would have a favorite: myFlexplan (don’t tell the others)! We love the predictable and...
myHSA
Jul 17, 20232 min read


myASO and DEI Initiatives
We have a plan option that many advisors haven't even heard about and if they have, chances are they're not aware of all the innovative...
Steve McEwan
Jul 17, 20233 min read


Access to Insurance Information
We recently conducted a third-party survey with some of our advisors where we asked what they liked and disliked about myHSA. Many...
Tim Kane
Jun 15, 20232 min read


Human Centered Customer Service
myHSA is known for having unparalleled (client’s words, not ours) customer service. The foundation of this customer service? Our live...
Steve McEwan
May 17, 20235 min read


Defining Dependents
Our live chat (yes, we have real myHSA employees answering every single live chat question!) team wanted to help clear up what the...
myHSA
Apr 18, 20232 min read


Inflation and Health Spending Accounts
The insurer doesn’t forget to apply inflation to traditional benefits, are you forgetting to apply it to spending accounts? In a...
Steve McEwan
Apr 17, 20232 min read


Clearing up the 10% Rule
We want to talk about the 10% rule and why it is confusing and made things worse - not better. A few years ago, CRA made an update to...
Steve McEwan
Mar 14, 20233 min read


Why we only work with Advisors
This blog was originally intended to be for a company on why you need an Advisor, but it morphed into why WE (myHSA) choose to work only...
myHSA
Mar 7, 20233 min read


Why does my small business need an Insurance Advisor?
You already run your own small business and can sometimes wear dozens of hats in a day, from HR, to customer support, to tech support,...
Steve McEwan
Feb 13, 20233 min read


Shareholders and the Element of Risk
Can shareholders have an HSA? There’s a lot of noise around this, I think it’s time we clarify our thoughts. First, a disclaimer – we...
Steve McEwan
Feb 13, 20235 min read


Why we hate METC calculators for HSAs
Many times, we run into a scenario where a business owner is assessing whether to use an HSA or the Medical Expense Tax Credit (METC). If...
Steve McEwan
Jan 17, 20233 min read


Looking back at 2022
2022 has been an epic year for myHSA in many ways! As I look back, this is the first year that I feel like the company is being noticed...
Tim Kane
Dec 20, 20223 min read


Our 2023 Predictions
We started this last year and thought it would be fun to do again! Before we jump into the 2023 predictions, let’s see how I did last...
Steve McEwan
Dec 20, 20224 min read


Don't put naked pictures on the internet
I recently listened to an awesome podcast where a tech founder brilliantly and honestly explained to listeners what is happening with...
Tim Kane
Nov 22, 20223 min read


myHSA opens up Dialogue for small groups
I am very excited about this new partnership that we’ve entered this month, and I wanted to share why we are so excited! First,...
Steve McEwan
Oct 17, 20224 min read
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