Aaron Benway

CFP®, EA Aaron is a Certified Financial Planner (CFP) and IRS Enrolled Agent (EA).  He co-founded HSA Coach, a digital tool to educate consumers on HSAs, track health expenses and other documents, and provide individual financial calculators, to help consumers get the most from their HSA and other savings.  To help individuals directly with their financial planning and wealth management requirements he founded AB Financial Planning.  Prior to co-founding HSA Coach, Aaron was the CFO of ventured backed fintech startup HelloWallet, acquired by Morningstar.  Aaron has an MBA from Harvard Business School and is a graduate of the US Naval Academy.

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Latest Posts

Benefits

How Your Section 125 Cafeteria Plan Interacts with Your HSA

  • 2 min read

<p>Some of you might have heard of a “Cafeteria Plan.”&nbsp; A smaller number may have even heard the term “Section 125.”&nbsp; However, most HSA owners have never really needed to know these terms, much less the underlying mechanics governing the employer benefits programs it created.&nbsp; Still, for a minority, including those serving in a company&#8230;</p>

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Financial Health

How to approach an HSA: Contributions, Savings & Investments

  • 4 min read

<p>A Health Savings Account, or HSA, may be one of the most versatile and tax-efficient savings accounts available.&nbsp; Designed to be paired with a qualifying High Deductible Health Plans (“HDHPs”), the HSA takes the tax advantages of familiar Flexible Savings Accounts (FSA’s) and adds a number of new features that turn this health-oriented savings accounts&#8230;</p>

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Financial Health

HSA Funds: Spend, Save or Invest?

  • 4 min read

<p>Perhaps the only decisions more personal than health decisions are the financial ones &#8211; How much should I save?&nbsp; Where should I save? Where can I find help if I need it?&nbsp; These are big questions and deserve attention.&nbsp; Your choices create options after only a few years and become life-altering over a career.</p>

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Benefits

2020 HSA Contribution Limits

  • 3 min read

For those of you who want the quick answer: the HSA contribution limits for 2020 are $3,550 for an individual and $7,100 for a family. If you are 55 or older your catch-up contributions are limited to an extra $1,000 a year. If you are a bit&nbsp;confused about what an HSA is, it stands for…

News

#1 HSA Provider

  • 1 min read

We are excited to share with you, that Lively is now the #1 rated HSA Provider on HSASearch.com (A Devenir company). We want to thank the many customers who took the time to review our HSA offering and give us such a high rating.