Fall Message - 2017

Lassus Wherley Fall Message- 2017

Happy autumn! In case you missed these, the first item is an article published by CNBC authored by Diahann as Guest Contributor. This is followed by links to financial articles in the media that include quotes from our advisors.

Don't wait for a tax reform to start your tax-planning strategy
Diahann Lassus, Guest Contributor, CNBC

Lessons in probate and executor duties
Karin Price Mueller, NJMoneyHelp.com

Does Mom have liability for her kids' cars?
Karin Price Mueller, NJMoneyHelp.com

Taxes differ for pre-or post-tax IRAs
Karin Price Mueller, NJMoneyHelp.com

When you don't qualify for the Senior Freeze
Karin Price Mueller, NJMoneyHelp.com

Can divorced dad afford college and retirement?
Karin Price Mueller, NJMoneyHelp.com

Commissions vs. fees for advisors?
Karin Price Mueller, NJMoneyHelp.com

A Steep Price for Medicare
Planning may help high-income seniors avoid paying up to four times the going rate for Part B and Part D coverage.
Donald Jay Korn, Financial Planning magazine

Homestead Rebate vs. Senior Freeze
Karin Price Mueller, NJMoneyHelp.com

NJMoneyHelp.com articles where we were quoted are also being posted on NJ.com, the largest news website in New Jersey.

Please visit us at Lassus Wherley to see these and many other items that may be of interest to you under the What We Think tab.

As always, please let us know if you have any questions.


Deborah J. Rivosa, CFP®, CFA
Chief Compliance Officer
Director, Business Development

If you are a Lassus Wherley client, please remember to contact us if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or service (including the investments and/or investment strategies recommended or undertaken by Lassus Wherley), or any non-investment related service, made reference to directly or indirectly herein will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained herein serves as the receipt of, or as a substitute for, personalized investment advice from Lassus Wherley. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Lassus Wherley is not a law firm and no portion of the content herein should be construed as legal advice. A copy of the Lassus Wherley’s current written disclosure statement discussing our advisory services and fees is available for review upon request. Please Note: Lassus Wherley does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Lassus Wherley’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Share Us

Website Design For Financial Services Professionals | Copyright 2020 AdvisorWebsites.com. All rights reserved