A.R. is a high tech professional in his early 40s who quickly saw how an HSA could help him pay for medical expenses tax-free. Learn why he thinks health and retirement planning is essential and the role HSAs play in that. SO: How did you find out about health savings...
A.L. is a human resources professional in her mid-thirties who uses her HSA as a retirement strategy. Read how she learned about investing her HSA money and how she changed her mindset when signing up for an HDHP/HSA. SO: How did you find out about health savings...
HSA User Perspectives: Annie Annie is a young professional in her early 30’s who uses her HSA as an investment tool. Find out how she learned about an HSA and realized its value as part of her portfolio. SO: How did you find out about health savings accounts (HSAs)?...
On this HSA Day, October 15, 2020, SavingsOak is proud to start a new series, HSA User Perspectives, where we invite HSA users to share how they find out about HSA, how they are using it, and to share how HSA has been useful in their lives. Meet people who have been...
When you start to think about saving for retirement, figuring out the right strategy for you can be a daunting task. How much should I be saving? How long do I expect the money to last? What do I plan to do in retirement? How will I plan for healthcare? If some of...
What is the connection between health and financial wellness? It seems there is a strong one. Money ranks as the number one source of stress for people. Moreover, there is a link between financial wellness and health. According to EBN, seventy two percent of people...
Healthcare costs in retirement are growing every day. The latest statistics show that medical expenses for an individual to retire today are upwards of $150,000 and for a couple are over $250,000. While this is undoubtedly a high number, you might be thinking,...
HSAs are a great way to save for medical expenses tax-free and even save for retirement, but learning the ins and outs will naturally bring up some questions. We here at SavingsOak thought it would be a good time to take a look at some commonly asked questions...
The first thing that might come to mind when using your health savings account for qualified medical expenses could be paying for your monthly prescriptions or a new pair of glasses. However, what if you have a more integrative approach to your healthcare? Maybe you...