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The Wiser Advisor Blog
Employee benefits & industry related stories, ideas, and feedback for advisors.
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May Advisor Newsletter
Human Centered Customer Service myHSA is known for having unparalleled (client’s words, not ours) customer service. The foundation of...
myHSA
May 17, 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


April Advisor Newsletter
Inflation and Health Spending Accounts The insurer doesn’t forget to apply inflation to traditional benefits, are you forgetting to apply...
myHSA
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
Apr 17, 20232 min read


March Advisor Newsletter
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,...
myHSA
Mar 15, 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


February Advisor Newsletter
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...
myHSA
Feb 15, 20232 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


What is a Flexible Spending Account?
So, you have probably heard of a Health Spending Account (HSA), a non-taxable way to provide employee benefits to cover eligible medical...
myHSA
Feb 13, 20234 min read


What can you claim with a Health Spending Account?
What can you claim under a Health Spending Account? We get this question a lot! Luckily, the answer is pretty simple - eligible items are...
myHSA
Feb 9, 20231 min read


What is a Health Spending Account?
Health Spending Account (HSA), Wellness Spending Account (WSA – also known as a Lifestyle Spending Account in some circles), Flexible...
myHSA
Feb 9, 20234 min read


January Advisor Newsletter
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...
myHSA
Jan 18, 20231 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


December Advisor Newsletter
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...
myHSA
Dec 20, 20222 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


November Advisor Newsletter
Don't put naked pictures on the internet I recently listened to an awesome podcast where a tech founder brilliantly and honestly...
myHSA
Nov 22, 20223 min read
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