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The Wiser Advisor Blog
Employee benefits & industry related stories, ideas, and feedback for advisors.
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Crafting Your Unique Corner in the Market
A recent post by Dave Patriarche got me contemplating the significance of finding a niche within the financial services industry. It's a...
myHSA
May 21, 20242 min read


What is a "Letter of Medical Necessity"?
Learn why you might need to provide a Letter of Medical Necessity to accompany your Health Spending Account claim
myHSA
Apr 22, 20241 min read


April 2024 Advisor Newsletter
April is for Advisors! In this month's edition, we're shining a spotlight on the most sought-after features and the latest additions to...
myHSA
Apr 18, 20243 min read


What your Benefits Plan Says About your Company
Every company culture and structure is unique, from small independent businesses to large international corporations, there are no two...
myHSA
Apr 10, 20242 min read


Who Decides What is Eligible Under an HSA?
We are often asked why we have to adhere so closely to the list of eligible items, and why we are unable to stray from it. A common...
myHSA
Mar 15, 20242 min read


March 2024 Advisor Newsletter
Can you buy critical illness insurance after you’ve been diagnosed with an illness? Can you buy home insurance after a house fire? Can...
myHSA
Mar 15, 20242 min read


Backdating Backup
Can you buy critical illness insurance after you’ve been diagnosed with an illness? Can you buy home insurance after a house fire? Can...
myHSA
Mar 15, 20242 min read


February 2024 Advisor Newsletter
One could argue that February is the month of love, but with myFlexplan, you can help employees feel the love all year long. Giving them...
myHSA
Feb 14, 20243 min read


How to Help Employees Feel the Love
One could argue that February is the month of love, but with myFlexplan, you can help employees feel the love all year long. Giving them...
myHSA
Feb 14, 20242 min read


Showing Co-Workers you Care
Years ago, I read the 5 Love Languages by Gary Chapman, discovering that people feel loved in diverse ways. While we may intend to show...
myHSA
Feb 14, 20242 min read


Can Spouses who are Employees at the same company have their own myHSA accounts?
It is not uncommon for company owners to employ their spouse, however, when it comes to Health Spending Accounts (HSAs), navigating the...
myHSA
Jan 29, 20241 min read


How myFlexplan can help you achieve your goals
It’s that time of year again, when people take a look back at the previous year and identify some changes they might want to make for the...
myHSA
Jan 23, 20243 min read


What is the Element of Risk?
The CRA guidelines for HSA's indicate that an HSA must act like a plan of insurance, and like insurance, there must exist an "Element of...
myHSA
Jan 23, 20242 min read


January 2024 Advisor Newsletter
We get questions all the time regarding the rules of Health Spending Accounts, from companies with one shareholder-employee, around T4...
myHSA
Jan 18, 20242 min read


Mythbusters Edition
Disclaimer: these are interpretations by myHSA and do not constitute tax advice, an accountant should always be consulted "Companies with...
myHSA
Jan 18, 20243 min read


Different Types of Reports
Reports serve as a vital tool, providing essential insights for both advisors and plan administrators. They aid in comprehending plan...
myHSA
Jan 9, 20243 min read


Reporting Dental Benefits
Important info for companies offering dental coverage through myHSA! Attention to all employers providing dental benefits: When reporting...
myHSA
Jan 8, 20241 min read


December Advisor Newsletter
10 years of myHSA I find myself contemplating the type of individuals who would establish a business centered around Health Spending...
myHSA
Dec 19, 20232 min read


For Plans that Renew January 1, 2024
January 1 annual plan renewals will occur with the following balance adjustments: 1. Employees with Credit Carryover: - Unused 2023...
myHSA
Dec 19, 20231 min read


2024 Predictions
I do love trying to have fun at the end of the year to see what I think may change or be upcoming for the new year but like usual in the...
myHSA
Dec 15, 20232 min read
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