by Vicki Hartwigsen | Apr 10, 2018 | Banks, Brokers, Employers, Financial Advisor, Health Plan
If you have questions about health savings accounts, we have answers: 1. What is an HSA? A health savings account (HSA) is a tax-advantaged account established to pay the current and future qualifying medical expenses of the account holder, the account holder’s spouse...
by Vicki Hartwigsen | Mar 6, 2018 | Banks, Brokers, Employers, Financial Advisor, Health Plan, Individuals, Uncategorized
On Monday, March 5th, 2018 the IRS announced that the previously released maximum family contribution limit to a Health Savings (HSA) has been reduced from $6,900 to $6,850 for 2018. This change applies immediately and any contribution to an HSA that has family-level...
by Vicki Hartwigsen | Feb 21, 2018 | Banks, Brokers, Employers, Financial Advisor, Health Plan, Individuals
While many of us are already planning how we’ll spend our tax refund, we have to get our returns filed first. Before you decide to spend it on a vacation or your next remodel project, how can you invest your money to go further and help you tackle the rising cost of...
by Vicki Hartwigsen | Nov 28, 2017 | Banks, Brokers, Employers, Financial Advisor, Health Plan
By most accounts, consumer adoption of the mobile payments trend has increased steadily, as consumers grow to understand its value and their concerns about security are assuaged. While some analysts say that B2B and retail can be expected to embrace mobile payments in...
by Vicki Hartwigsen | Oct 11, 2017 | Banks, Brokers, Employers, Financial Advisor, Health Plan, Individuals
Consumers expect the same Mobile App and Text Messaging Features they receive from financial institutions in their healthcare accounts. More and more healthcare consumers are interacting with the healthcare system under their own financial responsibility while...
by Vicki Hartwigsen | Oct 6, 2017 | Banks, Brokers, Employers, Financial Advisor, Health Plan
Open enrollment season is almost upon us: The 2018 open enrollment period will run from Nov. 1, 2017 to Dec. 15, 2017 – representing a shorter enrollment period than in the previous four years. As employers prep for a time that is notorious for being stressful and...
by Vicki Hartwigsen | Jul 19, 2017 | Banks
Health Savings Accounts have received a lot of attention over the past few months as the accounts manifest themselves as a leading option for certain employees enrolled in a high-deductible health plan, allowing these employees to contribute money pre-tax for...
by Vicki Hartwigsen | Jul 18, 2017 | Banks, Financial Advisor
More and more companies today understand that financial wellness is emerging as a key factor in employees’ overall well-being. They are seeing a strong link between an employee’s personal financial situation and the level of stress they are experiencing in their jobs...
by Vicki Hartwigsen | Jul 18, 2017 | Banks, Financial Advisor
Financial planning for employees looks as if it needs to remain a workplace effort, according to the 27th annual Retirement Confidence Survey (RCS) by Employee Benefit Research Institute (EBRI) and Greenwald & Associates. The 2017 results released in March,...
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