Steve McEwanFeb 13, 20233 min readWhy 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,...
myHSAFeb 13, 20234 min readWhat 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...
myHSAFeb 9, 20231 min readWhat 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...
myHSAFeb 9, 20234 min readWhat is a Health Spending Account?Health Spending Account (HSA), Wellness Spending Account (WSA – also known as a Lifestyle Spending Account in some circles), Flexible...
Steve McEwanJan 17, 20233 min readWhy we hate METC calculators for HSAsMany 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 McEwanOct 17, 20224 min readmyHSA opens up Dialogue for small groupsI am very excited about this new partnership that we’ve entered this month, and I wanted to share why we are so excited! First,...
Tim KaneAug 17, 20223 min readHSA's for Sole EmployeesWe recently received the question "are PHSP's/HSA's suitable for a sole employee, who is also a shareholder?" An advisor sent us this...
Tim KaneNov 18, 20213 min readThe Shift in BenefitsA common question everyone wants the answer to, is how employee benefits have shifted over the pandemic with an increasingly remote...
Steve McEwanMay 17, 20214 min readWellness Programs Just Make SenseMany people in the benefits world slough off wellness programs. Why do wellness plans offered alongside health insurance need to be...
Steve McEwanNov 27, 20202 min readWhy offer a WSA?Why would an employer offer a WSA? Peering through their financial lens, many accountants (and some advisors) may scoff at the concept of...
myHSANov 12, 20201 min readMETC vs. HSAShould you claim your medical expense using the Medical Expense Tax Credit, or under your Health Spending Account? Let's crunch some...