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The Wiser Advisor Blog
Employee benefits & industry related stories, ideas, and feedback for advisors.
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myHSA
Jul 17, 20232 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...
Steve McEwan
Jul 17, 20233 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...
Tim Kane
Jun 15, 20232 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...
Steve McEwan
May 17, 20235 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...
myHSA
Apr 18, 20232 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...
Steve McEwan
Apr 17, 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
Mar 14, 20233 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...
myHSA
Mar 7, 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...
Steve McEwan
Feb 13, 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, 20235 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
Jan 17, 20233 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...
Tim Kane
Dec 20, 20223 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...
Steve McEwan
Dec 20, 20224 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...
Tim Kane
Nov 22, 20223 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...
Steve McEwan
Oct 17, 20224 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,...
myHSA
Oct 14, 20221 min read
How to Have a Smooth Renewal
Renewal time! It can be a stressful time for everyone, Advisors, Plan Admin’s, and even our own team, which is why we decided to put...
myHSA
Sep 16, 20222 min read
Overcoming Overthinking
Back to school has brought up a lot of emotions in my household; my young daughter was anxious about her new class and learning to read...
Tim Kane
Aug 17, 20223 min read
HSA's for Sole Employees
We recently received the question "are PHSP's/HSA's suitable for a sole employee, who is also a shareholder?" An advisor sent us this...
Steve McEwan
Jul 13, 20222 min read
The business nobody wants to be in
I say this tongue in cheek, but I realized this morning that it’s true. We are debating our mission statement and focus as we move...
Steve McEwan
Jun 14, 20223 min read
Leadership and Mental Health
I’ll be the first to admit that I’m still learning about leadership. Although it’s a passion of mine that I often study, some lessons are...
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