Becker Suffern McLanahan, Ltd.

08/07/2025

We are pleased to announce that Joseph Crapanzano has joined Becker Suffern McLanahan, Ltd. We welcome him with great excitement and look forward to his becoming an integral part of our growing team. He can be reached at our main office (985-674-9120).

06/24/2025

Thinking about retirement? You're not alone—and the numbers might give you something to think about.

From how much people rely on Social Security to what retirees actually spend, these stats highlight why it’s important to look at the full picture. It’s not about having every answer—it’s about starting a conversation that helps you feel more confident about what’s ahead.

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📩 Share it with someone who’s thinking about their future
💬 Questions? We're always here to talk things through

05/29/2025

Today is all about helping families prepare for the cost of education. A 529 plan is a powerful way to save for college, trade school, or even K-12 tuition—with tax advantages that make your money work smarter.

Whether you're a parent, grandparent, or just thinking ahead, it's never too early (or too late) to start planning.

Have questions about how a 529 fits into your financial strategy? We're here to help. Let’s talk about your goals and how to reach them.

04/29/2025

Today’s news moves so quickly, but as you can see, stock prices have intra-year drawdowns every year. So, while 2025 might feel extraordinary, history shows it’s pretty much par for the course.

04/20/2025

Wishing you a joyful and peaceful Easter from all of us at BSM Wealth.

04/08/2025

🌟 April is Financial Literacy Month! 🌟💡

Let's take a moment to celebrate the importance of understanding our finances and making smart money choices. 💪💡

Whether you're a finance wizard or just starting to dip your toes into the world of money management, this month is the perfect time to enhance your financial knowledge and skills. 📚💡

From budgeting and saving to investing and preparing for the future, there's much to learn and explore! 💡✨

Consider spreading the word and tag your friends who might benefit from this financial journey. Together, we can build a community that rocks at managing our money! Happy Financial Literacy Month, everyone! 🎉💡

04/01/2025

Do you know your IRA Contribution Deadlines?

⚫ You have until April 15, 2025, to make a 2024 IRA contribution.

⚫ Once you reach age 73, you must begin taking RMDs from a traditional IRA in most circumstances. Withdrawals from traditional IRAs are taxed as ordinary income and, if taken before age 59½, may be subject to a 10% federal income tax penalty.

⚫ To qualify for the tax-free and penalty-free withdrawal of earnings, Roth IRA distributions must meet a 5-year holding requirement and occur after age 59½. Tax-free and penalty-free withdrawals can also be taken under certain other circumstances, such as the owner's death. The original Roth IRA owner is not required to take minimum annual withdrawals.

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03/18/2025

📣 Exciting News! 🎉
We are thrilled to announce that Becker Suffern McLanahan has been selected as a 2025 NAPA Top DC Advisor Team! 🏆
This honor reflects the hard work and dedication of our incredible team and the trust our clients place in us every day. We’re so grateful for the opportunity to help you work toward a secure financial future! 🙌
Here’s to continuing to make a difference in the lives of our clients and helping secure brighter financial futures. 🌟


https://www.napa-net.org/industry-content/accolades-home/napa-accolades-topdcadvisor-teams/napa-topdcadvisorteams---2025/

02/25/2025

Budgeting doesn't have to be daunting! 🌟 Discover how you can start mastering your finances with these simple yet effective budgeting strategies.

Here's what you need to know:

Get Started: Learn the basics of setting up a budget that works for you and your lifestyle.
Smart Spending: Identify areas where you can cut back and save more without sacrificing your quality of life.
Financial Goals: Set achievable goals and track your progress to stay motivated and on course.

Take the first step towards financial freedom and make 2025 your year of financial success! 💪


Source:

Money is emotional – but avoiding a budget is often more of a headache than making one

02/13/2025

We’re already one month into the year—how are your financial goals shaping up? February is the perfect time for a quick progress check to stay on track. Need guidance? Let’s connect!