Fall Message - 2017

Lassus Wherley Fall Message- 2017

Happy autumn! In case you missed these, the first item is an article published by CNBC authored by Diahann as Guest Contributor. This is followed by links to financial articles in the media that include quotes from our advisors.

Don't wait for a tax reform to start your tax-planning strategy
Diahann Lassus, Guest Contributor, CNBC

Lessons in probate and executor duties
Karin Price Mueller, NJMoneyHelp.com

Does Mom have liability for her kids' cars?
Karin Price Mueller, NJMoneyHelp.com

Taxes differ for pre-or post-tax IRAs
Karin Price Mueller, NJMoneyHelp.com

When you don't qualify for the Senior Freeze
Karin Price Mueller, NJMoneyHelp.com

Can divorced dad afford college and retirement?
Karin Price Mueller, NJMoneyHelp.com

Commissions vs. fees for advisors?
Karin Price Mueller, NJMoneyHelp.com

A Steep Price for Medicare
Planning may help high-income seniors avoid paying up to four times the going rate for Part B and Part D coverage.
Donald Jay Korn, Financial Planning magazine

Homestead Rebate vs. Senior Freeze
Karin Price Mueller, NJMoneyHelp.com

NJMoneyHelp.com articles where we were quoted are also being 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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