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BeManaged

@BeManaged

Managed account and advice provider for 401k & 403b plans, specializing in participant-level retirement readiness through 1on1 consultations & education.

 Grand Rapids, MI | Minneapolis
bemanaged.com
Joined April 2009
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  • Followers436
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Carl Sagan has so many 🔥 quotes. But on what would've been his 83rd birthday this one feels particularly salient: "In our obscurity—in all this vastness—there is no hint that help will come from elsewhere to save us from ourselves. It is up to us."
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Allegations that salary-based advisors got bonus incentives that caused inappropriate sales behavior? Another reminder of why #DoLFiduciary is so needed. #Accountability "TIAA Receives New York Subpoena on Sales Practices" kitc.es/2m5ZCUQ
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Real financial advisors deserve to be paid for telling people to do nothing, when nothing is the right thing to do.
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SIFMA study: DOL fiduciary rule compliance costs exceed $4.7 billion. bit.ly/2vtD41B
Image from InvestmentNews (@investmentnews)
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13% of Workers Are Saving in a Roth 401(k): ow.ly/W44O30ebar7
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Replying to @Fidelity
@Fidelity analysis shows 21% of workers don't contribute enough to their 401(k) to earn full company matching: ow.ly/e9p930eazGS
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Students want to learn #personalfinance from people who have "gone through something or are going through it." Stories are powerful. #FEBC17
Image from Dr. Barbara O'Neill, CFP®, AFC®, CRPC, CPFFE (@moneytalk1)
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Whenever investors pursue the popular, what they end up capturing is disappointment.
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Taking off soon to attend the 2017 #Fi360Conference in Nashville. #CEFEX10yrs – at Minnesota, USA
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'Online gambling did not kill Vegas, robos won't kill 401k advice, but must deliver new, better, evolved client experience.' #napa401ksummit
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ICYMI: Merrill Lynch suggests it may reverse course on commissions in retirement accounts bit.ly/2lJ8NtK @newsfromIN
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Orders Emerging to Halt #FiduciaryRule and Dodd-Frank: ow.ly/i6vj308EYFb
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BeManaged retweeted
. (@RJPIII) profile picture
.@RJPIII6 Jan 2017
Congressman introducing bill delaying DOL fiduciary rule investmentnews.com/article/2… via @newsfromIN
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The DOL may rule headlines, but clients still drive change: our latest research w/ @Nationwide on shifting trends: investmentnews.com/dcce/2016…
Image from IN Research (@statsfromIN)
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7 Habits of the Rich Anyone Can Adopt @FrugalRules ow.ly/IPkE304xPj2
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I'd say instead: There are 2 kinds of investors: those who are humble and those who are about to be humbled. teapawt.net/rationalwalk/status/77…
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Via @MBFretirepro: Baby boomers' comfort in retirement could be hurt by big debt burdens bit.ly/2aaI8kr
Image from InvestmentNews (@investmentnews)
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Dawn Bennett gets barred from the advice industry and is ordered to pay $4M bit.ly/29xb3tk
Image from InvestmentNews (@investmentnews)
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BeManaged retweeted
Kiplinger (@Kiplinger) profile picture
Kiplinger@Kiplinger30 Jun 2016
Take a look at this important financial advice from the Founding Fathers: ow.ly/zmAk301NwZx
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10 financial phrases to ban & what to say instead investmentnews.com/gallery/2… "More yield, less risk" --> "Put your finger in electrical socket"
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