BeManaged

08/13/2026

A new type of investment account for children, known as a Trump Account (also referred to as a 530A account), officially launched in July. Swipe through for answers to a few key questions and facts.

If you have questions about long-term investing, saving for your children's future, or how different investment strategies fit into your overall financial plan, please don't hesitate to reach out. We are happy to help.

07/15/2026

Summer can sneak up quickly, and with the year already halfway through, it’s a great moment to revisit your 401(k) plan and make sure it still aligns with your goals and the needs of your team.

If you’ve been thinking about making adjustments or simply want a second look at your current setup, our team at BeManaged is here to help. As a fee-only, fiduciary financial advisor in Grand Rapids, we support employers and employees across West Michigan with clear, unbiased retirement guidance.

If something has been on your mind, or you’d like to connect for a quick conversation, we’re here when you need us.

07/02/2026

Happy Fourth of July from our team at BeManaged!

As we honor 250 years of independence, we hope your holiday is filled with time to unwind—whether that means enjoying fireworks, gathering with family, or firing up the grill for a classic Fourth of July cookout.

Our office will be closed on Thursday and Friday, July 2nd and 3rd, in observance of the holiday. We’ll be back after the long weekend and ready to support your financial planning and retirement goals.

How are you celebrating this year?

06/17/2026

Remember, if you have any suspicion about a financial request, give us a call!

02/13/2026

🎉 We’re celebrating a BIG milestone — 20 years! 🎉

For two decades, BeManaged Financial Services has had the privilege of guiding individuals, families, and business owners toward a more confident financial future. We’re here because of you—your trust, loyalty, and belief in our approach. And we couldn’t be more grateful.

Here’s what makes 20 years extra special:

💡 Did you know? Over 80% of financial advisors leave the industry within their first 3 years. That makes this milestone one worth celebrating!

A few numbers we’re especially proud of:
✔️ 10,000+ personal retirement consultations
✔️ 500+ clients successfully reaching retirement
✔️ 1,000+ financial plans created and put into action
✔️ 60+ years of combined industry experience

Thank you for being part of our story. Here’s to 20 years of partnership, progress—and many more ahead! 🥂✨

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!