Summer Message - 2017

Lassus Wherley Summer Message- 2017

Happy summer! In case you missed these, the first item includes a quote from Diahann when she was asked what the most interesting places she met clients were. The next item is a look back at Diahann’s career. These are followed by a video of Diahann’s appearance on CNBC’s Nightly Business Report talking about the pitfalls of early retirement, and a report about Lassus Wherley receiving an award from the Borough of New Providence for its continued contribution to the community.  What follows are links to financial articles in the media that include quotes from our advisers.  
 

Planes, Trains and Kayaks. When Business is at Stake, Top Execs Will Meet Anywhere, Anytime
NJ Chamber 

From Olympic Organizer to Wealth Manager
Kathleen Hoffelder, NJCPA Content Editor, New Jersey CPA Magazine

Nightly Business Report-April 14, 2017
NBR Staff (produced by CNBC)
Note-Diahann’s segment begins after 19 minutes and 30 seconds

New Providence Borough Council Honors Local Businesses
Marianne Ivers, TAPinto

Can I get out of paying Social Security tax?
Karin Price Mueller, NJMoneyHelp.com

Special report: Are we headed for a downturn?
Karin Price Mueller, NJMoneyHelp.com

Leaving life insurance to a family trust
Karin Price Mueller, NJMoneyHelp.com

529 plan funding for a grandchild
Karin Price Mueller, NJMoneyHelp.com

Risk and a pre-retiree's portfolio
Karin Price Mueller, NJMoneyHelp.com

Paying for college if you haven't saved enough
Karin Price Mueller, NJMoneyHelp.com

When will my FDIC protection run out?
Karin Price Mueller, NJMoneyHelp.com

Why many financial advisers aren't worried about posting anti-Trump opinions
Robert Powell, Marketwatch

Tax treatment of Health Savings Accounts
Karin Price Mueller, NJMoneyHelp.com

Can I roll over part of my 401(k)?
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

If you are a Lassus Wherley client, please remember to contact us if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or service (including the investments and/or investment strategies recommended or undertaken by Lassus Wherley), or any non-investment related service, made reference to directly or indirectly herein will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained herein serves as the receipt of, or as a substitute for, personalized investment advice from Lassus Wherley. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Lassus Wherley is not a law firm and no portion of the content herein should be construed as legal advice. A copy of the Lassus Wherley’s current written disclosure statement discussing our advisory services and fees is available for review upon request. Please 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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