Spring Message May 2020

We wanted to share the following articles that were recently done.  The first item below is an interview with Diahann Lassus led by her alma mater, Florida State University.  We also included links to financial articles in the media that include quotes from our advisers.

Florida State University – College of Business - Featured Alumnae – Diahann W. Lassus

8 ways to Rescue Your Retirement Fund
Adam Shell, AARP

Will couple owe the exit tax on this home sale? 
Karin Price Mueller, NJMoneyHelp.com

If I remarry, what happens to my spousal survivor benefit?   
Karin Price Mueller, NJMoneyHelp.com

If I get a stimulus payment for my dead spouse, will I have to give it back?   
Karin Price Mueller, nj.com

Tapping Your 401(k): Is now the right time to do it?
Sharon Epperson, cnbc.com

If the coronavirus is rocking your finances, here’s what you need to do  
Sharon Epperson, cnbc.com

Here’s what advisors are doing to help their clients – and themselves - amid the coronavirus volatility
Kenneth Kiesnoski, cnbc.com

Here’s the right steps to taking a 401(k) loan during the corona virus outbreak
Michelle Fox, cnbc.com

Eight out of 10 financial advisors see markets diving lower, survey finds
Kenneth Kiesnoski, cnbc.com

What happens if I skip Senior Freeze for one year? 
Karin Price Mueller, NJMoneyHelp.com

How do we figure out the taxation of this retirement account?
Karin Price Mueller, NJMoneyHelp.com

Will this home be subject to capital gains taxes?
Karin Price Mueller, NJMoneyHelp.com

Can I get tax breaks for seniors on this home? 
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.  Enjoy the spring!




Diahann W. Lassus, CFP®, CPA/PFS

President, Chief Investment Officer


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