May 04, 2026
529 Plans Continue to Evolve: Here’s What Families Need to Know in 2026
In recent years, legislative changes have expanded how 529 plans can be used—making them more flexible and relevant for a wider range of education and financial planning needs.
April 24, 2026
Janney Hackensack is proud to wear blue in support of Autism Awareness Month 💙
Awareness leads to understanding and understanding leads to inclusion—something we’re always striving for in our community.
April 21, 2026
What is your advisor's process & value proposition?
Your Daly Dose: What is your advisor's process & value proposition?
www.YourDalyDose.com
April 20, 2026
Janney Hackensack came together this weekend to celebrate Earth Day with clients and our local community! 🌎🌱
We hosted a Shredding & Food Drive event in our office parking lot—helping clients and neighbors safely dispose of sensitive documents while also giving back in a meaningful way.
Thanks to everyone who stopped by, we collected a wonderful amount of non-perishable food to support the Center for Food Action.
Grateful for the collaboration, the turnout and the opportunity to support such an important cause right here in our community 💙
#YourDalyDose #JennyDalyWealthManagement #Janney
April 01, 2026
Understanding Trump Accounts: The New Way to Save for Kids
Trump Accounts are a historic new savings tool created under the One Big Beautiful Bill to offer the next generation a jump start on saving. Here’s how they work.
March 27, 2026
Grateful for a wonderful evening hosting a small client appreciation event at Zest in Fairfield. (https://www.zesteats.com). We had the opportunity to cook together, share great conversation, and then sit down to enjoy a healthy, delicious meal as a group — a perfect reminder that the relationships we build go far beyond the work we do. 💛
On the menu: Eggplant “meatballs,” pasta with marinara, a vibrant kale salad with roasted butternut squash, pumpkin seeds, pomegranate seeds, quinoa with a maple Dijon vinaigrette, and some incredible healhty desserts: sweet potato brownies & chickpea blondies! 👩🏻🍳
March 25, 2026
Really enjoyed spending the afternoon in NYC at the 2026 Forbes | SHOOK On-the-Road Regional Event. Great insights on private equity, real assets, and the market outlook—and even better reconnecting with longtime friends and colleagues across the industry.
March 20, 2026
Retirement Savings Challenges for Women
Your Daly Dose: Retirement Savings Challenges for Women
www.YourDalyDose.com
March 09, 2026
Proud of our Janney Hackensack team for coming together to collect stuffed animals for The Salvation Army. 🧸❤️
These little friends will soon be heading to children who could use a little extra comfort and a few more smiles. Grateful to work with people who care so deeply about our community.
March 03, 2026
Retirement Planning for Women
Women often face unique and complex circumstances when it comes to finance and investing. Here’s how to navigate them and take control of your financial future.
February 19, 2026
Understanding Timeshares
Your Daly Dose: Understanding Timeshares
www.YourDalyDose.com
February 03, 2026
On Thursday, May 14, 2026 I will be participating in the annual “Wall Street” Heart Run/Walk 5k—benefiting the American Heart Association in the financial district of New York City! Please considering joining or supporting team #JANNEY !
Register and/or donate here: http://www2.heart.org/goto/Janney2026
#YourDalyDose #JennyDalyWealthManagement #Janney
February 02, 2026
How You Can Leave More to Your Heirs, Minimize Taxes
Did you know that repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy?
January 20, 2026
What is your advisor's investment philosophy?
Your Daly Dose: What is your advisor's investment philosophy?
www.YourDalyDose.com
January 02, 2026
Seize Opportunities to Maximize Your Retirement Savings
Policy changes, particularly under the SECURE 2.0 Act, aim to make it easier to prepare for your long-term financial goals. Here’s what you need to know.
December 19, 2025
Helen and I spent the evening last night celebrating the holidays at the Holly Jolly Lounge✨ at Calandras Bakery’s Il Vecchio Café, surrounded by over-the-top holiday décor, festive cocktails, and the kind of joyful energy that instantly puts you in the Christmas spirit. 🎄❤️
So grateful for Helen and the opportunity to work alongside her every day. Strong teams are built on trust, appreciation and real connection—and I never take that for granted. Happy holidays! ✨
