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HSA Savings Planning Tools

We're here to help.

A Health Savings Account, or HSA, is a savings vehicle that offers a tax-advantaged way to pay for current or future healthcare expenses. HSAs can be used to pay for eligible medical expenses as well as deductibles, co-insurance, prescriptions, vision expenses, and dental care.

Unused funds can rollover from year to year so there is no "use it or lose it" rule which can provide additional savings for future medical expenses.

It can be overwhelming to know what the right contribution amount is for you and to plan. We have a convenient Planner linked right in your Online account. Log in and use the Planner to see if you are on track with your savings.

Want totalk to a financial professional?

We can help with that too. Click the link in your online account to schedule time for a free consultation with a licensed Financial Planner. 

Whether you are guiding yourself or consulting with a Financial Planner, you can learn the benefits of your HSA, how much to contribute each year, and your potential for additional savings over time. Log In now to get started.

Still have questions? Contact Us