July marks the halfway point of the year—a perfect time to check in on your benefit accounts. Are you on track to use your FSA funds before the deadline? Have you contributed to your HSA or submitted HRA claims recently? A quick mid-year review can help you avoid surprises later.
Start by reviewing your balances and your plan’s rules around deadlines, carryovers, or reimbursements. If you haven’t yet planned for upcoming medical, dental, or vision expenses, now’s the time to map out what’s ahead.
If you have an HSA, consider adjusting your contribution to better match your goals or income changes. Mid-year is an ideal time to review your investment strategy and, if your HSA allows, rebalance your accounts accordingly.
A little mid-year maintenance helps keep your health and financial goals aligned. This is also a perfect time to look for any unclaimed reimbursements and browse our sample list of eligible expenses—you might be missing out on helpful products or services
Need support? We’re here to help you navigate your benefits with ease. Don’t wait until December—get ahead today.
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