Spring Message May 2018

We hope you are enjoying the spring at long last!

In case you missed these, the first item is an article where a number of fiduciaries including Diahann answer the question, Is it possible to accurately measure the impact on clients’ financial lives when they receive ‘suitable’ vs. ‘fiduciary ‘ recommendations? A must read! Following this are links to financial articles in the media that include quotes from our advisors.

The Real Cost(s) of Suitability
Bob Veres, Inside Information, April, 2018

Should I consolidate credit card debt?
Karin Price Mueller, NJMoneyHelp.com  

Out-of-state pensions and N.J. taxes
Karin Price Mueller, NJMoneyHelp.com  

NJBIZ Honors the 2018 Best Places to Work in New Jersey!
Bobbie Peer, TAPinto New Providence  

What income is taxable in N.J.?
Karin Price Mueller, NJMoneyHelp.com  

Can I keep certificate after transferring bond?
Karin Price Mueller, NJMoneyHelp.com  

Can I deduct charitable gifts with standard deduction?
Karin Price Mueller, NJMoneyHelp.com  

Is Workers' Compensation taxable?
Karin Price Mueller, NJMoneyHelp.com  

Filing taxes after your spouse dies
Karin Price Mueller, NJMoneyHelp.com  

IRA withdrawals and the pension exclusion
Karin Price Mueller, NJMoneyHelp.com

How 2017 property tax deductions work
Karin Price Mueller, NJMoneyHelp.com

NJMoneyHelp.com articles where we were quoted are also 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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