BeManaged

05/14/2025

05/14/2025

Thank you to our sponsors at BeManaged! As a Chartered Special Needs Consultant®, BeManaged has expertise in financial planning for people with disabilities, their families, and caregivers.

Did you know that financial planning for people with disabilities and their families involves unique considerations that can significantly impact long-term financial stability and quality of life?

1. On average, a home with an adult with a disability has to earn 28% more income than a home without someone with a disability to maintain the same quality of life.

2. Eligibility for programs, like SSI and Medicaid, often hinges on strict income and asset limits. Receiving even a small inheritance or financial gift without proper planning can impact essential benefits.

3. An ABLE Account lets certain groups of people with disabilities save small amounts of money, tax-free, for things like healthcare, education, housing, and more, without affecting government benefits.

12/25/2024

12/09/2024

Call us today to get your investment portfolio on the right track!

10/31/2024

Don't be tricked, treat yourself to a retirement consultation today!

08/30/2024

Happy Labor Day weekend! BeManaged will be closed through Monday to give our hard-working employees time with their families. Be safe and have fun!

12/07/2023

Some of the future investment advisors of BeManaged had a meeting of the minds at our holiday office party today!🌲 ☃️

10/04/2023

Student Loan repayments resume this month. Although the debt forgiveness plan proposed by President Biden was not approved by the Supreme Court, there is a new Income-Driven Repayment Plan (IDR) available. Read the details here and give us a call to discuss the best course of action for your personal situation.

10/02/2023

If you filed an extension and you have everything you need, don’t wait until October 16 to file. Filing your return as soon as possible is the best way to avoid potential additional interest and penalties. E-file is the fastest way to get it to the on time. You can review your payment options and set up a payment plan using your Online Account.

Get started today at www.irs.gov/file

09/08/2023

Schedule an appointment with us to be sure you're on track to meet your retirement goals!

06/21/2023

Have you met with your portfolio manager this year? If not, make sure you add that to your summer plans!