Winter Message - 2019

February 2019 


Hope you are managing to stay warm this winter.

The first item is a link to an article in TAPinto New Providence about a presentation by Lassus Wherley employees at Lantern Hill. This is followed by links to financial articles in the media that include quotes from our advisers.

Lassus Wherley Senior Advisers Present 'Understanding the 2018 Tax Changes' at Lantern Hill
Lassus Wherley

Will you get a smaller refund? Probably. But are you really paying more in tax?
Karin Price Mueller,

Trump State of the Union: What advisers want to hear
Mark Schoeff Jr., InvestmentNews

It makes financial sense to downsize your home as you prepare for retirement. Here's why.
Adam Shell, USA Today

How to wean grown kids off your payroll, freeing up more retirement cash
Adam Shell, USA Today

Are other state 529 plans better than N.J.'s?
Karen Price Mueller,

When a Parent PLUS co-signer dies
Karen Price Mueller,

Empty nester? Here's what to do to get your finances back on track
Adam Shell, USA Today

Can my wife be charged more for Medicare?
Karen Price Mueller,

Five smart investment moves to make as a bear market looms
Lorie Konish, CNBC

How can I maximize my spousal benefit?
Karen Price Mueller,

Have money in the stock market? What you need to know about rebalancing your portfolio
Karin Price Mueller,

Market volatility is back. How to survive the stock market's wild swings.
Adam Shell, USA Today articles where we were quoted are also posted on, 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


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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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