Lauren Beckett

Lauren is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Exit Planning Advisor, and Certified Value Builder. In her role as Assistant Director of Financial Planning at Berkshire Money Management, she develops comprehensive financial plans for BMM clients and prepares business owners to strategically transfer or sell their companies.

Get in touch
    Business Owners: How to Quit Without Regretting It
    Portrait of Lauren Russo

    By Lauren Beckett
    June 13, 2025

    Read More
    Piggy bank and a post it message "403(b) plan"
    New Retirement Option Coming to BHS Employees: Should you go ROTH?
    Portrait of Lauren Russo

    By Lauren Beckett
    May 27, 2025

    Read More
    Retirement plan solutions for small businesses
    Retirement plan solutions for small businesses
    Portrait of Lauren Russo

    By Lauren Beckett
    July 31, 2024

    Read More
    Managing Risk in Retirement
    Managing Risks in Retirement: Recession Edition
    Portrait of Lauren Russo

    By Lauren Beckett
    April 22, 2024

    Read More
    Why your Berkshire Medical Center 403(b) is Different | Retirement for Healthcare Professionals
    Why your Berkshire Medical Center 403(b) is Different | Retirement for Healthcare Professionals
    Portrait of Lauren Russo

    By Lauren Beckett
    January 23, 2023

    Read More
    Student loan forgiveness
    Student Debt Relief Plan: What you need to know
    Portrait of Lauren Russo

    By Lauren Beckett
    August 26, 2022

    Read More