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Child running on wooden bridge.
Becker Suffern McLanahan, Ltd. | Mar 17, 2021

Beyond just an Allowance: How to Engage your Young Kids in Learning about Money from a Young Age

Think back to those early days in life when it seemed like everything in the candy aisle was free if you begged your parents hard enough. Not a fleeting thought
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Students studying around a table.
Becker Suffern McLanahan, Ltd. | Mar 16, 2021

Affording an A+ Education

Too wealthy for financial aid and too strapped to pay out of pocket? Turn to other options.
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Row of townhomes
Becker Suffern McLanahan, Ltd. | Mar 15, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Compass on wood table.
Becker Suffern McLanahan, Ltd. | Mar 14, 2021

The Biggest Reasons to Own Life Insurance

Most financial planning experts agree that life insurance should form the foundation of everyone’s financial plan.  For most families, their most basic
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Dandelion blowing in the wind.
Becker Suffern McLanahan, Ltd. | Mar 13, 2021

Financial Win-Win: Give to Charity and Avoid the Income Taxes on $100k

The tax code, with all of its hundreds of pages of regulations, stipulations, and loopholes always leave something be learned. Not only is the U.S. Internal
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Person sitting on dock staring out at water.
Becker Suffern McLanahan, Ltd. | Mar 12, 2021

When Whole Life Insurance may be the Best Option

For generations a debate has raged on over whether it’s best to buy whole life insurance or to buy term life insurance and “invest the difference”.  Proponents
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Becker Suffern McLanahan, Ltd. | Mar 11, 2021

6 Tips for a Cheap Valentine’s Date

Roses are red, violets are blue, Valentine’s Day can be cheap, hooray for you!
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Kids sitting on a bench.
Becker Suffern McLanahan, Ltd. | Mar 10, 2021

Everything you Need to Know About Buying a Life Insurance Policy

If you are at the point where you are asking how to buy a life insurance policy, then you have already made the most important financial decision, which is to
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Row of houses.
Becker Suffern McLanahan, Ltd. | Mar 9, 2021

Making Money in Real Estate: Pitfalls to Prepare For

Ask anyone and even if they don’t know a thing about investing they’ll say, “oh, real estate is a great investment!” Well, it can be if you approach it in a
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Hospital hallways.
Becker Suffern McLanahan, Ltd. | Mar 7, 2021

Using Cash Value Life insurance to Increase Portfolio Returns While Reducing Risk

Life insurance has existed for nearly two centuries as essential planning tool that protects dependents from the risk of a breadwinner’s untimely death. However
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Two Volkswagen beetles in a field.
Becker Suffern McLanahan, Ltd. | Mar 6, 2021

Demystifying Auto Insurance Rates and How to Lower Them

For some people, getting an auto insurance quote is a lot like spinning a roulette wheel; you don’t know what will come up, and each time you spin it (getting
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Man and pregnant wife sitting on bench.
Becker Suffern McLanahan, Ltd. | Mar 5, 2021

Three Ways to Lower Your Insurance Costs This Year

If you haven’t reviewed your insurance coverage in a while, you might be surprised with how many ways you can save costs. Here are three tips for lowering your
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Office

1245 West Causeway Approach
Mandeville LA 70471

Contact Info

(985) 674-9120
rrossley@beckersuffern.com

   

Get in Touch

Securities and advisory services offered through Prospera Financial Services, Inc., Member FINRA, SIPC

To view the Firm’s CRS, please click here.

Becker Suffern McLanahan, Ltd. does not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.    

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