BeManaged

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.

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

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

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