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The Wiser Advisor Blog
Employee benefits & industry related stories, ideas, and feedback for advisors.
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myHSA
Aug 17, 20231 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 16, 20232 min read
August Advisor Newsletter
Get ready for renewals with a refresh on all of our best content HSAs for Sole Employees METC vs HSA Shareholders and the Element of...
myHSA
Aug 15, 20232 min read
myFlexplan & Allocation
Get a quick overview on how allocation and the allocation window works for flexible spending accounts.
myHSA
Jul 18, 20232 min read
July Advisor Newsletter
We have a secret... We have a plan option that many advisors haven't even heard about and if they have, chances are they're not aware of...
myHSA
Jul 17, 20232 min read
5 Ways a Wellness Spending Account Can Help With DEI Initiatives
Diversity, Equity and Inclusion (DEI) initiatives are more important than ever for businesses of all sizes. A Wellness Spending Account...
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...
myHSA
Jun 21, 20232 min read
5 Reasons Why Your Business Should Offer a Wellness Spending Account
Top five reasons why your business should offer a Wellness Spending Account
myHSA
Jun 15, 20232 min read
June Advisor Newsletter
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
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...
myHSA
May 17, 20232 min read
May Advisor Newsletter
Human Centered Customer Service myHSA is known for having unparalleled (client’s words, not ours) customer service. The foundation of...
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...
myHSA
Apr 17, 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...
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...
myHSA
Mar 15, 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,...
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...
myHSA
Feb 15, 20232 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...
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,...
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