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  1.  Healthcare Planning

    Healthcare expenses are the #1 cause for personal bankruptcy in America. This video stresses why it's important to plan now for the high cost of healthcare in retirement.   ...
  2. Setting Up Health Savings Brokerage Account

    Some plans offer additional investment options for your HSA through a Brokerage Account through Charles Schwab. This option allows you to select investment options outside of the core investments offered by your plan. This allows for more flexibilit...
  3. Change Investments - HSA

    Once you have funds allocated to the investments within your HSA you will be able to change your investments and allocation percentages.  1.   Log In to your online account. If you cannot remember your log in or need help with the log in process, ...