Summer Message - 2019

August, 2019

We hope you are enjoying the summer and this warm weather! Here are links to our most recent quotes and videos. The first item below is a video of Diahann Lassus discussing the second half of the year outlook. What follows are links to financial articles in the media that include quotes from our advisers.

What investors need to watch for in stocks and other sectors in the final six months of the year.
Tonight on Nightly Business Report – Second Half Playbook
Note: Diahann’s segment begins approximately at 23 minutes 26 seconds

Getting Ready to Retire? Don’t make these 11 costly retirement planning mistakes.
Karin Price Mueller, nj.com

I'm 62. My wife isn't. Do we qualify for the pension exclusion?
Karin Price Mueller, nj.com

Stocks fall again on bad jobs report. Here's what you should do.
Karin Price Mueller, nj.com

How does my Homestead Rebate count on my federal and state tax returns?
Karin Price Mueller, NJMoneyHelp.com

How does the Senior Freeze work for multi-unit homes?
Karin Price Mueller, NJMoneyHelp.com

After a divorce, who gets these deductions?
Karin Price Mueller, nj.com

Cringeworthy money mistakes advisors have seen their clients make
Kenneth Kiesnoski, cnbc.com

Here’s the best financial advice these 10 advisors ever received
Kenneth Kiesnoski, cnbc.com

When an advisor has to deliver some bad news to a client
Kenneth Kiesnoski, cnbc.com

I’m a nurse but I can’t afford my $1100 monthly student loans. What can I do?
Karin Price Mueller, nj.com

Can I claim the veteran exemption after my husband died?
Karin Price Mueller, nj.com

A Roth 401(k) offers tax advantages. Here’s how it works
Karin Price Mueller, nj.com

Will my in-laws owe the exit tax on this sale?
Karin Price Mueller, nj.com

Can a retired police officer receive unemployment and a pension?
Karin Price Mueller, nj.com

How can someone have $70,000 in student loans? Aren’t there limits?
Karin Price Mueller, nj.com

Here’s the bad news 5 tax experts are delivering to New Jersey residents (plus some tips)
Karin Price Mueller, nj.com

How do life insurance companies know I had a baby?
Karin Price Mueller, nj.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 rest of the summer.

Diahann W. Lassus, CFP®, CPA/PFS
President, Chief Investment Officer

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