Question of

Much has been written about the state of healthcare in America.

How well do you know your own healthcare financial situation and needs?

Do you contribute to an FSA or an HSA to save on out of pocket healthcare expenses?

If FSA/HSA, do you typically spend your entire annual election within the plan year, or do you carry excess funds into the next year?

Do you have any other personal savings earmarked or available to cover necessary healthcare expenses?

Do you think about the need to save for healthcare costs beyond this current plan year?

Are you saving aggressively for healthcare costs, or saving the minimal amount necessary?

If something catastrophic were to happen, would you have $5,000 readily available to cover expenses?

Do you typically cost compare and seek less expensive alternatives for healthcare products/services?

When choosing a health plan, which is more important to you – richest coverage or best economic value?

Is it typical for you/your family to meet your health plan deductible?

Do you feel confident that you are getting the best value for your healthcare dollars?

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Your Results

Thanks for your input. Based on what you’ve told us, we’d categorize you as more of a healthcare spender.

Truth is, most American’s are spenders. Healthcare is expensive, it’s the fastest growing sector of the U.S. economy. Regardless of your income, saving and planning for healthcare costs can be difficult. Here are 3 simple (and easy-to-implement) tricks to help you be better prepared for healthcare costs.

Thanks for your input. Based on what you’ve told us, we’d categorize you as more of a healthcare saver.

You should feel proud. Most American’s are not as well positioned to manage their healthcare finances as you. That said, life happens – here are 3 useful tricks to help maximize and protect your existing healthcare savings.


Tips&Tricks

Enroll in, fund, and use a tax-advantaged benefit account

Learn the common healthcare finance terms

Be a cost-conscious healthcare shopper – seek competitive prices

Enroll in, fund, and use a tax-advantaged benefit account

Learn the common healthcare finance terms

Be a cost-conscious healthcare shopper – seek competitive prices



Managing healthcare finances is a lifelong journey that begins with understanding your broader financial picture, evaluating your coverage options, predicting your utilization, learning how to save efficiently, and taking steps to improve your well-being and reduce your future healthcare needs.

Remember, you own your healthcare. Pat yourself on the back for taking a first-step in better understanding and managing your healthcare!