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, nj.com


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, NJMoneyHelp.com


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


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, NJMoneyHelp.com


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

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


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


Market volatility is back. How to survive the stock market's wild swings.
Adam Shell, USA Today


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
Deborah J. Rivosa, CFP®, CFA
Chief Compliance Officer
Director, Business Development

 


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