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Podcast: Paying for Health Care Costs Using Health Savings Accounts

Margaret Meyer
Margaret M. Whelehan, CFP®, CDFA®
Vice President, Financial Advisor
[email protected]
(585) 394-4260 x42129

We hope you enjoyed listening to "Ask the Experts" on WHAM 1180, Sunday, July 14th at 7pm.

Ask the Experts is CNB's financial forum for education and advice as local experts answer your questions on financial topics that interest you. The experts of the last call included Margaret M. Whelehan, CFP®, CDFA®, Vice President, Financial Advisor and Jesse Erickson, Senior Relationship Manager, HSA Bank, Inc., as they highlighted ways to pay for health care costs using Health Savings Accounts.

Highlights From the Show
Audio Clip

What is a Health Savings Account?


Why did CNB partner with HSA Bank?


Benefit 1 to employees when using HSA: Contribution tax benefits…


Benefit 2 to employees when using HSA: Distribution tax benefits…


Benefit 3 to employees when using HSA: Earnings tax benefits…


Why an HSA account is better than a Flex Savings Account (FSA)?  


What makes an HSA and a high deductible approach right for you and your family?


When is a good time to enroll in a HSA plan or account?


Is an HSA right for you? Click here for tools to assist


You can also listen to the broadcast in its entirety here:


For questions, feel free to contact Margaret Whelehan.

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