News and Commentary
Video Library - "Your Daly Dose"
How Do You Know If Your Family is Eligible for Financial Aid?
How do you know if your family is eligible for federal financial aid?
How Do I Get a Copy of My Credit Report
How to obtain a copy of your credit report.
IRS List of Tax Scams to Watch Out For
The IRS releases a list of tax scams, here are some to watch out for.
Industry Events & Professional Development
2025 Forbes Best-in-State Women Wealth Advisors
Jenny is honored to share that she has been named to the 2025 Forbes Best-in-State Women Wealth Advisors list for the third consecutive year. Jenny is so grateful for this recognition and could not have achieved it without her amazing partners Helen Shaw & Owen Corry. To our valued clients, thank you for the confidence and trust you continue to place in us.
2025 Janney Elite Conference
This week, Jenny was in Philadelphia participating in the 2025 Janney Elite Advisor Conference! She feels honored to join two panel discussions with her amazing peers—sharing insights & best practices on financial planning, practice management, and marketing. One of the most memorable moments for her was meeting the legendary Professor Jeremy Siegel and hearing his keynote address on Stocks for the Long Run. His insights were both inspiring and thought-provoking. Jenny is leaving this conference feeling motivated and full of fresh ideas to better serve her clients. She is grateful to be part of such a collaborative and forward-thinking community.
2024 Barron's Advisor Women Summit
Another incredible experience for Jenny at the Barron's Advisor Women Summit in West Palm Beach! Being surrounded by some of the most accomplished women in wealth management was both inspiring and energizing—leaving her motivated more than ever to drive meaningful impact in the wealth management industry. The sessions delivered actionable insights, and the keynote conversation with Goldie Hawn was a powerful reminder of the importance of leading with both purpose and passion. Beyond professional growth, the Summit stands out for cultivating a sense of connection and community that’s truly unparalleled.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 07, 2025
✨WE DID IT✨! With all of your generous donations, the Hackensack branch was able to collect stuffed animals, plush toys, and soft dolls for The Salvation Army ❤️ THANK YOU!
March 05, 2025
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term turbulence may experience advantages in the end.
February 25, 2025
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?* If you’re approaching retirement age, you need to protect the wealth you have built. Financial planning and business succession planning can help you understand the nexus of your personal net worth, the value of your business, and the exit strategies that will allow you to enjoy the benefits of years of hard work and sacrifice. Join us to hear Janney thought leaders highlight our collaborative approach in addressing the unique needs of business owners. Register here: https://advisor.janney.com/janneyevents/events/financial-strategies-for-business-owners/
*According to estimates from the Exit Planning Institute
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
