Winter Message January 2020

Winter Message January 2020

We hope you are staying warm and looking forward to the spring! Below are links to financial articles in the media which include quotes from our advisors.

Is my mom liable for my dead father’s credit card debt?
Karin Price Mueller, NJMoneyHelp.com

Can former N.J. residents come back from Florida for retirement?  
Karin Price Mueller, NJMoneyHelp.com

10 New Year’s resolutions for your money in 2020
Karin Price Mueller, nj.com

Buy Long-Term Care Insurance at the Right Age to Get the Best Value
Adam Shell, aarp.org

Social Security scams have caused millions of dollars in losses in 2019 alone.  How you can avoid becoming a victim
Lorie Konish, cnbc.com

Do I have to tell a state I’m moving in or out?
Karin Price Mueller, NJMoneyHelp.com

How does the FAFSA treat a custodial account?
Karin Price Mueller, NJMoneyHelp.com

Can I retire early at 62? My wife thinks I’m nuts.
Karin Price Mueller, NJMoneyHelp.com

Advisors weigh in on Trump’s challengers
Mark Schoeff Jr., Investmentnews.com

If I move to N.J., will the state tax my pension?
Karin Price Mueller, NJMoneyHelp.com

Will the IRS audit our family limited partnership?
Karin Price Mueller, NJMoneyHelp.com

Even Financial Advisors need suggestions, too: These pieces of advice will help you a thing or two with money
misspennystocks.com, Pocketchange​

Stocks may not climb much higher this year. But you can still make these smart money moves
Kenneth Kiesnoski,cnbc.com

Medicare and Social Security after a divorce?
Karin Price Mueller, NJMoneyHelp.com

What taxes and fees are owed on this home sale?
Karin Price Mueller, NJMoneyHelp.com

How does New Jersey tax my out-of-state pension?
Karin Price Mueller, NJMoneyHelp.com

Should my mom take out a reverse mortgage?
Karin Price Mueller, NJMoneyHelp.com

Worried about another recession? Don’t panic, say financial advisors, but do be prepared
Michelle Fox, cnbc.com

My daughter got a scholarship. How can she avoid taxes?
Karin Price Mueller, NJMoneyHelp.com

How to solidify your financial plan in case a trade war sparks a recession.
Karin Price Mueller, NJMoneyHelp.com

I’m confused about how long to keep financial records.
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 rest of winter.

 

Diahann​

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

 

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