Winter Message February 2018

Winter Message February 2018

Hope you are managing to stay warm this winter.

In case you missed these, the first item is an article where Diahann and other members of the CNBC Digital Financial Advisor Council share their views on the market sell-off. The next item is a video of Diahann’s appearance on InvestmentNews talking about the impact on financial planning as a result of changes in the tax bill. These are followed by links to financial articles in the media that include quotes from our advisors.

Advisors say stay the course amid market volatility
Kelli B. Grant, CNBC

Top changes in the tax bill that will affect financial planning
InvestmentNews

Are high-yield and emerging-markets bond funds worth the risk?
Donald Jay Korn, FinancialPlanning

'I feel guilty about this money': How politics is coloring how we're reacting to the market's rise and fall
Todd C. Frankel, The Washington Post

Freelance income and estimated taxes
Karin Price Mueller, NJMoneyHelp.com

Robo Clients Were Left in the Lurch During Market Tumble
Alex Padalka, Financial Advisor IQ

What you can deduct for vacation home
Karin Price Mueller, NJMoneyHelp.com

Tax plan and changes for business
Karin Price Mueller, NJMoneyHelp.com

Income limits for the pension exclusion
Karin Price Mueller, NJMoneyHelp.com

In what year is stock swap taxable?
Karin Price Mueller, NJMoneyHelp.com

8 books to help you become wealthier in 2018
Lorie Konish, CNBC

Getting your adult child out of the house
Karin Price Mueller, NJMoneyHelp.com

Home down payment vs. retirement money
Karin Price Mueller, NJMoneyHelp.com

Why domestic partnership can help
Karin Price Mueller, NJMoneyHelp.com

Mom never told Social Security dad died
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.

 

Deborah

 

Deborah J. Rivosa, CFP®, CFA

Chief Compliance Officer

Director, Business Development

 

 

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