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The Wiser Advisor Blog
Employee benefits & industry related stories, ideas, and feedback for advisors.
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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...
myHSA
Feb 13, 20234 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 9, 20231 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, 20234 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
Jan 18, 20231 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...
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...
myHSA
Dec 20, 20222 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...
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...
myHSA
Nov 22, 20223 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...
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...
myHSA
Oct 18, 20223 min read
October Advisor Newsletter
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...
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, 20221 min read
September Advisor Newsletter
Overcoming Overthinking Back to school has brought up a lot of emotions in my household; my young daughter was anxious about her new...
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...
myHSA
Aug 18, 20221 min read
August Advisor Newsletter
Health Spending Accounts for a Sole Employee? We recently received the question "are PHSP's/HSA's suitable for a sole employee, who is...
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...
myHSA
Jul 14, 20221 min read
July Advisor Newsletter
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...
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...
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