Quotes 2013

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dailyworth-thumb.jpg10 Money Resolutions You Should Make This Year

DailyWorth.com - 12/31/2013

"You have to know where your money is and how it is invested in order to effectively manage it," says Diahann W. Lassus, CFP, CPA/PFS? and president of financial planning and investment firm Lassus Wherley in New Providence, N.J. and Bonita Springs, Fla. read more »

njcom.pngQuick! Tax Breaks Are Set To Expire On Jan. 1, So Act Before It's Too Late (tick-tock, tick-tock, tick-tock)

NJ.com - 12/27/2013

Indeed, Congress has until the end of 2014 to extend these provisions, said Clare Wherley, a certified financial planner and certified public accountant with Lassus Wherley in New Providence.
"It would not surprise me to see no action until the mid-term elections are over," Wherley said. "And then, it will depend on who has the most votes." read more »

investmentnews-thumb.jpgSEC Considers Raising Exemption For Small Company Deals

InvestmentNews - 12/18/2013 * Requires free registration for unlimited access to InvestmentNews articles.

"It's been a long time coming," said Diahann Lassus, a certified financial planner who served on the White House Conference of Small Business under President Bill Clinton in 1995. "A lot of our discussions were around how this could be done and cut the red tape. We all know small business really drives the growth in our economy," said Ms. Lassus, who is president of Lassus Wherley & Associates. read more »

NJcom.pngBiz Brain: Deducting Medical Expenses For An Adult Child Who Is Not A Dependent Per IRS Rules

NJ.com - 12/14/2013

First, remember the deduction for medical expenses has changed for 2013. It used to be that you could include medical expenses for yourself, your spouse or a dependent as an itemized deduction for amounts that exceeded 7.5 percent of your adjusted gross income, said Diahann Lassus, a certified financial planner with Lassus Wherley in New Providence. read more »

cnbcadvisor.png Financial Advisors Are Cautiously Optimistic For 2014: CNBC Poll

CNBC News - 12/5/2013

Council member Diahann Lassus, president of Lassus Wherley, said it is "always important to continue to focus on rebalancing a portfolio." She added that "taking profits in equity and adding to other asset classes is an effective way to manage risk."read more »

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Biz Brain: Converting An Employer Retirement Plan To A Roth IRA While You're Still Working

NJ.com - 12/2/2013

Whether it makes sense to do these conversions while you are still working depends on your current taxable income and tax rates in comparison to your expected taxable income in retirement, said Diahann Lassus, a certified financial planner and certified public accountant with Lassus Wherley in New Providence. read more »

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Wine Can Be A Top-Shelf Investment. Here's Proof

NJBIZ - 11/26/2013

Diahann Lassus, president of the wealth management firm Lassus Wherley, echoed that advice, since collectables, unlike financial assets, such as stocks and bonds, only generate cash when sold. "I can see it as something that is really interesting to people who love fine wine and are fascinated by it," she said. "But it is not something I would recommend to novices." read more »

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CFP Board Navigates Rough Seas

InvestmentNews - 11/24/2013 * Requires free registration for unlimited access to InvestmentNews articles.

Just because someone owns an interest in a company, I don't understand how that's relevant unless the clients of the firm are being sold products and are paying commissions," said Diahann Lassus, president of Lassus Wherley & Associates PC and a former CFP board member. read more »

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Biz Brain: The Fate Of RMDs When An Employer Plan Is Converted To A Roth IRA

NJ.com - 11/17/2013

The "in-plan conversion" option that you used to convert to the Designated Roth Account (DRAC) was added effective Sept. 27, 2010, by the Small Business Jobs Act of 2010, said Diahann Lassus, a certified financial planner and certified public accountant with Lassus Wherley in New Providence." read more »

cnbcadvisor.pngAdvisors Share Top Concerns Headed Into 2014

CNBC News - 11/12/2013

Diahann Lassus, Lassus Wherley, president and chief investment officer (1) Impact of government gridlock (2) Possible Fed taper and effect on investment (3) Asset allocation "Should I have more money invested in equity versus fixed income, with rising interest rates becoming a concern?" read more »

cnbcadvisor.pngStay Away From Twitter, Advisors Say In Survey

CNBC News - 11/6/2013

"I typically don't recommend that clients be involved with IPOs at all, and primarily because we're really very focused on broadly diversified portfolios and not chasing the big hit kind of deal stocks," said Diahann Lassus, president of Lassus Wherley in NewProvidence, N.J. She is a member of the CNBC Digital Financial Advisor Council. read more »

wsj-thumb.jpg People News: Nov. 1. 2013

Accounting Today - 11/1/2013

Diahann Lassus, president and chief investment officer of Lassus Wherley, has been named to the CNBC Financial Advisor Council. read more »

wsj-thumb.jpg Lassus Wherley Receives The Women's Choice Award For Financial Advisors

PRWeb - 10/25/2013

As the leading advocate for female consumers, WomenCertified®, Inc. is pleased to announce that Lassus Wherley has received the Women's Choice Award® for Financial Advisors based on rigorous research, 17 objective criteria including a client survey to obtain feedback regarding service and practices.* read more »

wsj-thumb.jpg Lassus Wherley Receives The Women's Choice Award For Financial Advisors

StreetInsider - 10/25/2013

New Providence, NJ (PRWEB) October 25, 2013 As the leading advocate for female consumers, WomenCertified®, Inc. is pleased to announce that Lassus Wherley has received the Women's Choice Award® for Financial Advisors based on rigorous research, 17 objective criteria including a client survey to obtain feedback regarding service and practices.* read more »

wsj-thumb.jpg Lassus Wherley Receives The Women's Choice Award For Financial Advisors

Newsday - 10/25/2013

WomenCertified® is pleased to announce that Lassus Wherley has received the Women's Choice Award® for Financial Advisors based on rigorous research.New Providence, NJ (PRWEB) October 25, 2013" read more »

wsj-thumb.jpgFinancial Advisors & Firms

Women's Choice Award - 10/25/2013

The Women's Choice Award for Financial Advisors and Financial Firms was created in partnership with the Women's Institute for Financial Education in an effort to help women identify financial advisors and firms that provide quality service and strong commitment to their female clientele. We are proud to honor this elite group with our prestigious award read more »

wsj-thumb.jpgLassus Wherley Receives The Women's Choice Award For Financial Advisors

Digital Journal - 10/25/2013

New Providence, NJ (PRWEB) October 25, 2013 As the leading advocate for female consumers, WomenCertified®, Inc. is pleased to announce that Lassus Wherley has received the Women's Choice Award® for Financial Advisors based on rigorous research, 17 objective criteria including a client survey to obtain feedback regarding service and practices.*read more »

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SEC Proposes Crowdfunding Rules

InvestmentNews - 10/23/2013 * Requires free registration for unlimited access to InvestmentNews articles.

Diahann Lassus, president of Lassus Wherley & Associates, said that crowdfunding could be a boon for startups, but investors must tread carefully. read more »

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Diahann Lassus Named To CNBC Digital Financial Advisor Council

The Alternative Press - 10/22/2013

Diahann Lassus, president and chief investment officer of Lassus Wherley of New Providence, has been named to the first CNBC Digital Financial Advisor Council.read more »

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CNBC Digital Financial Advisor Council

CNBC News - 10/17/2013

Diahann Lassus is president and chief investment officer of Lassus Wherley, which she co-founded in 1985. read more »

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CNBC Digital Announces The Formation Of The CNBC Digital Financial Advisor Council

CNBC News - 10/17/2013

To help investors and financial investors better understand this complicated landscape, CNBC Digital has brought together 20 of the nation's leading wealth managers and financial experts to create the CNBC Digital Financial Advisor Council. read more »

wsj-thumb.jpgCNBC Digital Announces Formation Of 'Financial Advisor Council'

BWWTVWorld - 10/17/2013

There are more reasons than ever for investors to seek long-term financial advice. From trying to figure out the impact of Washington gridlock on a portfolio to understanding how to make the right choices in a 401(k) read more »

wsj-thumb.jpgShould You Buy A Foreclosure?

About Peachtree City - 10/16/2013

By contrast, financial planner Diahann Lassus wasn't in the market for an investment property when she noticed a foreclosure for sale around the corner from her Bonita Springs, Fla., home. After extensive research and number crunching, Lassus offered the bank 20% less than its asking price -- a discount that reflected the considerable costs necessary to fix up a house that had been empty for two years. Her offer was accepted, so she wound up paying $95,000 cash for a three-bedroom house once valued at $350,000. read more »

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Biz Brain: How Roth 401(k) And Regular 401(k) Dollars Are Treated If They're Rolled Over Upon Retirement

The Star-Ledger - 10/10/2013

"Contributions made to a DRAC are considered to be to a separate account within the 401(k) or 403(b)," said Diahann Lassus, a certified financial planner and certified public accountant with Lassus Wherley in New Providence. "One of the nice features of a DRAC is that there are no limits on your income in determining if you can make contributions." read more »

wsj-thumb.jpgBiz Brain: How Roth 401(k) And Regular 401(k) Dollars Are Treated If They're … – The Star-Ledger – NJ.Com

Financial News Network - 10/10/2013

"Contributions made to a DRAC are considered to be to a separate account within the 401(k) or 403(b)," said Diahann Lassus, a certified financial planner and certified public accountant with Lassus Wherley in New Providence. "One of the nice features … read more »

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Get With The Plan: Marriage Coming, Big Debt Remains

The Star-Ledger - 9/29/2013

"Tia has done the right thing by calling the credit cards and asking for a lower rate," McKnight says. "A five-minute phone call can save hundreds or even thousands of dollars in interest charges." read more »

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Biz Brain: Two Spouses, But Where Do They Call Home?

The Star-Ledger - 9/29/2013

There are two separate concepts here: domicile and residency. The 183-day rule is a residency concept, said Laurie Wolfe, a certified public accountant with Lassus Wherley in New Providence. read more »

wsj-thumb.jpgIn New Health Law, A Bridge To Medicare

The New York Times - 9/9/2013

"It really helps to disconnect decision-making around employment and health care," said Diahann W. Lassus, a fee-only financial planner at Lassus Wherley. "That's a tremendous change in dynamic." read more »

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Bamboozled: Here's Your Travel Scam Refund. Oh Yeah, Don't Forget The Tax Bill That Goes With It

The Star-Ledger - 9/9/2013

"By definition, cancellation of debt is when a creditor forgives a debt without requiring consideration in return," said Diahann Lassus, a certified financial planner and certified public accountant with Lassus Wherley in New Providence. read more »

wsj-thumb.jpgThe Wrong Lesson To Take From The Financial Crisis

Too Many Investors Drew Wrong Conclusions From 2008

MarketWatch - 9/7/2013

"When [an investor's] focus is on the next problem, they are pretty much in what I would call the 'Twilight Zone,'" said Diahann Lassus of Lassus Wherley in New Providence, N.J. "They believe whatever they invest in will have the same result, basically losing them money. read more »

wsj-thumb.jpgMistaken Lessons From The Financial Crisis

Morningstar - 9/6/2013

"We always talk about how we get stuck in the current trend," she added. "If the market is going up, we expect it to go up forever. If the market is going down, we expect it to go down forever. Unfortunately, we sometimes get stuck and are unable to reset our frame of reference to the next trend." read more »

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Biz Brain: Tax Treatment Of ESOPs

The Star-Ledger - 8/25/2013

"For a New Jersey resident, the rollover of an eligible plan is excludable from New Jersey income if the rollover qualifies for deferral for federal tax purposes," said Cynthia Fusillo, a certified public accountant with Lassus Wherley in New Providence. read more »

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Biz Brain: Moving 401(k) Funds

The Star-Ledger - 8/5/2013

"There has been much discussion around this topic and many creative strategies developed to attempt to get around the IRS position," said Diahann Lassus, a certified financial planner and certified public accountant with Lassus Wherley in New Providence. read more »

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New SEC Chief Kicks Agency Into High Gear

InvestmentNews - 7/21/2013 * Requires free registration for unlimited access to InvestmentNews articles.

"She's moving on some issues, she's just not moving quickly enough on issues near and dear to us," said Diahann Lassus, president of Lassus Wherley & Associates PC. "I do hope Chairman White is taking a little time to get her feet on the ground and once she does, she'll [proceed with] the fiduciary standard." read more »

wsj-thumb.jpgTips To Make Budgeting Easier

cardwatchdog - 7/9/2013

As with everything else, there are good and bad debts that you can charge to your credit card. Diahann W. Lassus, a finance specialist based in New Providence, New Jersey, says that a "good debt" buys anything that maintains or increases its value over time, while a bad debt is something that you continue to pay for long after the benefit of the purchase is gone. read more »

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Diahann Lassus Named In New Jersey Society Of CPA's '50 Over 50'

Suburban News - 6/24/2013

"It's really great to be among such a distinguished group of people," said Diahann W. Lassus, CFP®, CPA/PFS, President and Co-Founder of Lassus Wherley in New Providence and Bonita Springs, FL. read more »

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Biz Brain: Rolling Over And Tax Consequences

The Star-Ledger - 6/17/2013

"It breaks my heart these days, in this era of low interest rates and heavy volatility, that many older Americans are desperate to find safe investment vehicles," said Clare Wherley, a certified financial planner and certified public accountant with Lassus Wherley in New Providence. read more »

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15 Transformational Advisers: Daniel Moisand

InvestmentNews - 6/13/2013 * Requires free registration for unlimited access to InvestmentNews articles.

The FPA's fight against the SEC over the Merrill Lynch exemption was a seminal moment for the financial advice industry, said Diahann Lassus, co-founder of Lassus Wherley and Associates LC and past chairwoman of the National Association of Personal Financial Advisors. read more »

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Money Markets Lose Appeal As Challenges Mount

The Wall Street Journal - 6/12/2013

Still, added uncertainty isn't helping to ease concerns for a lot of conservative fund investors, suggests Diahann Lassus, president and chief investment officer at Lassus Wherley in New Providence, N.J., which oversees $355 million in assets.read more »

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Summit Business And Professional Women To Award Scholarships On June 17

The Star-Ledger - 6/8/2013

As part of the annual scholarship awards, the Lassus Wherley award, donated by Clare Wherley, CEO and co-founder of Lassus Wherley, is given to a young woman who demonstrates extraordinary resilience and determination to overcoming obstacles that would typically prevent her from reaching her dreams. This year's recipient of the Lassus Wherley award is Candyce Pettinari. read more »

wsj-thumb.jpgSummit Business Women Aid Struggling Students

SummitPatch - 6/7/2013

Among the awards being given out this year is the Lassus Wherley Award - donated by Clare Wherley - which is given to a young woman who demonstrates extraordinary resilience and determination to overcoming obstacles. read more »

wsj-thumb.jpgSix Money Tips For The Latest Powerball Winnner

Daily Finance - 6/6/2013

She thinks it's a bad idea for windfall recipients to put themselves into a financial straitjacket and never enjoy the money. Instead, she says: "Plan on taking some percent of it, maybe up to 5% or so depending on the size of the windfall, and then just go out and have fun to get that out of your system." read more »

wsj-thumb.jpgHere's What Every Lucky Lotto Winner Should Do If They Don't Want To Blow It

Business Insider - 6/6/2013

She thinks it's a bad idea for windfall recipients to put themselves into a financial straitjacket and never enjoy the money. Instead, she says: "Plan on taking some percent of it, maybe up to 5% or so depending on the size of the windfall, and then just go out and have fun to get that out of your system." read more »

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Ask The Biz Brain: Determining Residency For Tax Purposes

The Star-Ledger - 6/3/2013

If you are a Florida resident but you're staying in New Jersey, and you leave for a vacation from an airport in New Jersey for a trip outside the state, your vacation time that is spent in the other state or country does not count toward the days spent in New Jersey, said Patricia Daquila, a certified public accountant with Lassus Wherley in New Providence. read more »

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SEC To Try Again On Money Market Reform

InvestmentNews - 5/31/2013 * Requires free registration for unlimited access to InvestmentNews articles.

"At any point in time, they could have significant money," said Diahann Lassus, president of Lassus Wherley and Associates PC. "It is more about the safety than it is about the returns." read more »

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NJSCPA Congratulates Its "50 Over 50"

NJCPA - 5/29/2013

The New Jersey Society of CPAs recognizes these 50 accounting veterans for their ongoing contributions to the CPA profession, the Society and the community. Congratulations! read more »

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Biz Brain: Tax Planning For Young Adults

The Star-Ledger - 5/26/2013

"As many of us vaguely remember, it was a shock when we first started making serious money and realized what a big chunk of those earnings is either taken or must be set aside for taxes," said Clare Wherley, a certified financial planner and certified public accountant with Lassus Wherley in New Providence. read more »

wsj-thumb.jpgGrandparents May Qualify For Education Tax Benefits

U.S. News - 5/24/2013

While direct tuition payments won't count against gift tax limits, they may count against future financial aid awards, says Chadderdon W. O'Brien, a New Jersey-based certified financial planner and certified financial risk manager with Lassus Wherley." read more »

wsj-thumb.jpgThe WCEC Awards Honoring Women Making Their Mark In Business

Women's Center for Entrepreneurship Corporation - 5/15/2013

Wednesday, May 15, 2013 5:30 - 8:00 PM The Mansion at Fairleigh Dickinson University read more »

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Lassus Wherley Sees Relationships As Biggest Asset

The Alternative Press - 5/3/2013

NEW PROVIDENCE, NJ – Clients visiting the wealth management office of Lassus Wherley on 1 Academy Street are more likely to be greeted by a couple of friendly, housebroken dogs than they are cold office corridors adorned with plastic plants. Lassus Wherley fosters an atmosphere of welcoming friendliness because they insist that their priorities are invested in more than just stocks and bonds.read more »

wsj-thumb.jpgBrokerage Service Buying Guide

Consumer Reports - 5/1/2013

Whether you're a seasoned investor, a newbie, or someone retesting the waters after a scary loss, financial-services companies want your business. But aside from potential incentives, what will you get for moving your accounts? Is the service up to par? Is even free advice worth your time? read more »

wsj-thumb.jpgCongratulations To The 2013 Best Places To Work In New Jersey!

NJBIZ - 4/29/2011

On Thursday, April 25, 2013, nearly 900 people gathered together at the Hilton East Brunswick to celebrate New Jersey's 100 Best Places to Work and reveal their ranking - LIVE! read more »

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Biz Brain: Rental Home Now A Rent-Free Gift To Parents

The Star-Ledger - 4/28/2013

"I am interested to know what deductions you took and where you took them on your previous tax returns," said Laurie Wolfe, a certified public accountant with Lassus Wherley in New Providence. read more »

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Biz Brain: Deductions For Handicapped Child

The Star-Ledger - 4/10/2013

But, if your child is in such an institution primarily for family or personal reasons, then only the portion of the cost that is attributed to medical or nursing care — excluding the meals and lodging — is deductible, said Patricia Daquila, a certified public accountant with Lassus Wherley in New Providence. read more »

wsj-thumb.jpgWhy Pay More For A Variable Annuity Rider?

USA Today - 4/6/2013

I have a variable annuity that offers a rider that it says would allow a monthly income that is constant without losing control of the principal even if the principal is depleted. What's the catch and are they a good idea? read more »

wsj-thumb.jpgNAPFA Picks 30 Most Influential In Fee-Only Financial Planning

Financial Planning - 4/4/2013 * Requires free registration for unlimited access to Financial Planning articles.

As part of its 30th anniversary celebration, NAPFA this week picked what it's calling the 30 most influential people in fee-only financial planning. The members and staff were selected in mid-March by an online membership vote from a narrowed-down pool of 50 nominees. Over 100 individuals were initially nominated. read more »

wsj-thumb.jpgNapfa Honors '30 Most Influential' People

Financial Advisor Magazine - 4/4/2013

As part of Napfa's 30th anniversary celebration, the organization is honoring the "30 Most Influential" members and staff who have helped with the advancement of Napfa and fee-only financial planning. The list includes people of diverse backgrounds, including solo practitioners, principals in large firms, past Napfa chairs and elected leaders. read more »

wsj-thumb.jpgDiahann Lassus, Clare Wherley And Suzanne Low Selected As 2013 Five Star Wealth Managers

Bonita Springs Chamber of Commerce - 4/4/2013

Bonita Springs, FL (March, 2013) - Diahann W. Lassus, CFP®, CPA/PFS, President, Clare E. Wherley, CPA, CFP®, CEO, and Suzanne C. Low, J.D., CFP®, Director, Florida Operations were selected as 2013 Five Star Wealth Managers. read more »

wsj-thumb.jpgNAPFA Names Top 30 Influencers

AdvisorOne - 4/3/2013

Fee-only financial planning group names '30 Most Influential People' as it marks 30-year history NAPFA's List of '30 Most Influential People' read more »

wsj-thumb.jpgRecognizing The "30 Most Influential" People In NAPFA's 30 Year History

NAPFA - 4/3/2013

ARLINGTON HEIGHTS, IL (April 3, 2013) – Since 1983, there have been professionals who have advanced the concept of Fee-Only financial planning and its importance to the public. Those people are counted among the ranks of the National Association of Personal Financial Advisors (NAPFA) and their contributions are being recognized as part of NAPFA's 30th anniversary celebration. read more »

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Biz Brain: Deducting Damage From Sandy

The Star-Ledger - 4/1/2013

"A disaster loss qualifies you to elect to claim the loss in either one of two years: the tax year in which the loss occurs or the prior year," said Diahann Lassus, a certified financial planner and certified public accountant with Lassus Wherley in New Providence. "That means you can choose to take the loss in 2011 and file an amended return or you can take it on your 2012 tax return." read more »

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People News: March 29, 2013

Accounting Today - 3/29/2013

Lassus, Wherley and Low's president Diahann Lassus, CEO Clare Wherley CEO, and director of the firm's Bonita Spring operation Suzanne Low, were selected as 2013 Five Star Wealth Managers. read more »

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Biz Brain: What To Do About Foreign Accounts

The Star-Ledger - 3/24/2013

If you feel you have not been in compliance with the income reporting requirements, then you may want to look into the Offshore Voluntary Disclosure Program (OVDP) offered by the IRS, said Cynthia Fusillo, a certified public accountant with Lassus Wherley in New Providence. read more »

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Biz Brain: What To Include From A Master Limited Partnership (MLP) On A Tax Return

The Star-Ledger - 3/19/2013

You should send a copy of the K-1 to your IRA custodian, said Patricia Daquila, a certified public accountant with Lassus Wherley in New Providence. "You should speak to the custodian about contacting the limited partnership about changing the tax ID number on the partnership for reporting purposes from your Social Security number to the IRA custodian's employer identification number," she said. read more »

wsj-thumb.jpgStressed Tax Preparers Find Relief In Mardi Gras, Massages

Bloomberg - 3/13/2013

The frustration carries over into trying to give clients clear answers when there are none. "Clients' eyes glaze over more quickly these days," says Diahann Lassus, a certified public accountant and president of wealth adviser Lassus Wherley, based in New Jersey and Florida. "People just reach a point where they're like, 'Whatever!'" read more »

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Great Rotation? Advisers Buying Bonds To Adjust Asset Mix

InvestmentNews - 3/7/2013 * Requires free registration for unlimited access to InvestmentNews articles.

"What we try to keep people focused on is when something is doing really well, it's just as much of a trigger to review where you are as when something's not doing well," said Diahann Lassus, president of Lassus Wherley & Associates PC. "Instead of getting caught up in the euphoria, let's see where we are." read more »

wsj-thumb.jpgIs The Dow Record A Big Deal?

Yahoo News - 3/6/2013

I tend to share Diahann's view of things and I'm focusing on my client's investment allocations in relation to their financial plans and their risk tolerance. In addition, I'm also focusing on the duration of their fixed-income holdings. Duration is a measurement of the sensitivity of a bond fund to a change in interest rates. read more »

wsj-thumb.jpgIs The Dow Record A Big Deal?

U.S. News - 3/6/2013

I would defer to the advice of a real expert, Diahann Lassuss a New Jersey and Florida-based fee-only financial planner. She posted this on Twitter today: "Looks like a good time to review your investment allocation. :)" read more »

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One Thing Every Parent Of A College Student Should Do

The Star-Ledger - 2/1/2013

Everyone — yes, even you 1-percenters — should complete a FAFSA every year. "There is nothing to lose by submitting the FAFSA form aside from an hour or two of time," says Charles Pawlik, a certified financial planner with Lassus Wherley in New Providence. "Eligibility formulas can vary, and it is certainly possible some form of aid may be available." read more »

wsj-thumb.jpgStocks Still Look Good, This Adviser Says

Diahann Lassus likes that valuations are below prior peaks, while the economy is strengthening

Barron's - 2/1/2013

Despite the run-up in stocks over the past year, financial adviser Diahann Lassus says they look cheap compared with previous market peaks. read more »

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Stocks Still Look Good, This Adviser Says

Diahann Lassus likes that valuations are below prior peaks, while the economy is strengthening

The Wall Street Journal - 2/1/2013

Despite the run-up in stocks over the past year, financial adviser Diahann Lassus says they look cheap compared with previous market peaks. read more »

wsj-thumb.jpgHow You Can Save Your Social Security

MarketWatch - 1/30/2013

Diahann Lassus, president of Lassus Wherley, has clients who don't need the income from Social Security, but do need access to Medicare. "If we disconnected the two systems totally in terms of qualifying maybe some folks who needed access to Medicare but really didn't need Social Security could make that choice," she said. read more »

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Biz Brain: Learning Rules for Inherited IRA

The Star-Ledger - 1/20/2013

You must take RMDs when you inherit an IRA, but the rules are different from traditional IRAs. It depends in part on whether the account owner died before, on, or after his Required Beginning Date (RBD), said Diahann Lassus, a certified financial planner and certified public accountant with Lassus Wherley in New Providence. read more »

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People News: Jan.18, 2013

Accounting Today - 1/18/2013

NEW JERSEY Diahann W. Lassus president of Lassus Wherley was selected as a 2013 Five Star Wealth Manager for the third year in a row. read more »

wsj-thumb.jpg5 Vaccines For The Next Market Flu

MarketWatch - 1/16/2013

"I think the main thing people need to protect themselves against is knee-jerk reactions based on the fear generated from sensational headlines," says Diahann Lassus, a financial adviser with Lassus Wherley in New Providence, N.J. That includes fears concerning the fiscal cliff and others that "create terror because most people don't know who to believe," she says. read more »

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Diahann Lassus Selected As A 2013 Five Star Wealth Manager for the Third Consecutive Year

The Alternative Press - 1/16/2013

Diahann W. Lassus, CFP®, CPA/PFS and President of Lassus Wherley, was selected as a 2013 Five Star Wealth Manager for the third consecutive year. T he Five Star Wealth Manager program is the largest and most widely published wealth manager award program in North America, covering more than 40 major markets. read more »

wsj-thumb.jpgHow to Retire to Hawaii

Diversity Woman - 1/15/2013

You'll be more motivated to save for a goal that's clear and vivid, and makes you feel good every time you think about it. "Define what you are looking forward to," says Diahann Lassus, a fee-only financial advisor in New Providence, New Jersey, and past chair of the National Association of Personal Financial Advisors. read more »

wsj-thumb.jpg5 Ways to Counter The Impact Of The Payroll Tax Hike

CNBC - 1/14/2013

Also, "review all those automatic deposits, especially if you are working with a very tight budget. You want to make sure you are able to meet your basic expenses without incurring any of those high late fees," says certified financial planner Diahann Lassus, president of Lassus Wherley in New Jersey. read more »

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Representatives From Lassus Wherley Financial Advisors Speak To The New Providence Business And Professional Association About Being Fiscally Responsible

The Alternative Press - 1/12/2013

NEW PROVIDENCE, NJ - As the country heads into 2013, the financial climate brings uncertainty. On Thursday, Jan. 10, 2013, at a general meeting of the New Providence Business and Professional Association, representatives from Lassus Wherley Financial Advisors in New Providence spoke about current economic conditions and projections for the future. read more »

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