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.

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    Exit Without Regret: Don’t sell your business for less than it’s worth
    Portrait of Lauren Russo

    By Lauren Beckett
    October 7, 2025

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    Financial Planning with Purpose: How financial planning works at BMM
    Portrait of Lauren Russo

    By Lauren Beckett
    July 8, 2025

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

    By Lauren Beckett
    June 13, 2025

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    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

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

    By Lauren Beckett
    July 31, 2024

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

    By Lauren Beckett
    April 22, 2024

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