Fall Message September 2018

Happy autumn! In case you missed these, the first item is a video of Diahann Lassus talking about the changes she’s seen in people’s attitudes about saving for retirement since 2008. This is followed by an article published by InvestmentNews with a quote from Clare Wherley about women in the advisory business. Next are links to financial articles in the media that include quotes from our advisors.

Looking back at the financial crisis, financial advisors share lessons learned
Note: Diahann’s segment begins after 10 minutes, 20 seconds.

Women advisers driving revenue growth
Jeff Benjamin, InvestmentNews

Remembering 2008, financial advisors share some lessons learned and look ahead
Kenneth Kiesnoski, CNBC

Are my Social Security benefits taxable?
Karin Price Mueller, NJMoneyHelp.com

Will dad qualify for Social Security survivor benefits?
Karin Price Mueller, NJMoneyHelp.com

Beneficiary: Will I owe inheritance tax?
Karin Price Mueller, NJMoneyHelp.com

Will my pension be tax-free?
Karin Price Mueller, NJMoneyHelp.com

Is a QLAC a smart choice for my money?
Karin Price Mueller, NJMoneyHelp.com

How inherited assets count on the FAFSA
Karin Price Mueller, NJMoneyHelp.com

How to Give Your Money Away
Karen Cheney, AARP

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.

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