"Adding TIPS can help balance out your fixed income or bond portfolio since they're indexed to inflation," says Diahann Lassus, a CFP and managing principal of Peapack Private Wealth Management.

This will reduce paperwork. Moreover, says Diahann Lassus, a certified financial planner and principal of Lassus Wherley in New Providence, N.J., the IRA will probably provide a wider choice of ...

"It is difficult to determine where you might be able to save if you don't have a good sense of how you are currently managing your money," adds Diahann Lassus, CFP and senior managing director-m ...