Tom Daly - Financial Representative

08/28/2026

08/27/2026

Listening to some while in my office.

Today's message is "Better Get to Living." This is a message of making sure your the best physical, mental and financial health you can be.

If you want to make changes to your life to live longer, create a legacy and to help others, you need to be in the right mindset and health.

Those 3 areas of health will put you in a better place if you take care of your own body, mind, spirit and financial house.

That's this morning's message!

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08/26/2026

Today's question:

Are your bank accounts, money market accounts, and brokerage accounts set up with the proper beneficiary designations?

Do you know if they are listed as TOD (Transfer on Death) or JWROS/JTWROS (Joint With Rights of Survivorship)?

08/25/2026

The concept of a 401K was similar to a pension. What about an investment that provides tax free money for your retirement while you work and contribute?

That's a retirement for eligible accounts and tax free.

Max your Roth out first as your match the amount the company offers (of any).

08/23/2026

Life Insurance is needed if:

You have a family
You have debt
You have a business
You have a mortgage
You want to protect your assets
You want to leave a legacy

It's crucial to have!

08/21/2026

Good Morning, here is another client interaction in regards to shopping around for home & auto insurance.

There will only be 2 options:

1) They can give you a cheaper price comparing apples to apples.

OR

2) The policy you have is the best price for that coverage.

A simple call can save or give you piece of mind that your coverage is at the best price the industry can give you!

(973) 222-4002

08/20/2026

Tonight at my meeting, I am presenting on business taxes.
The government taxes you differently as an employee than it does as a business owner.

Have you ever wanted to own your own business?
First is to make extra income but ever consider using the business tax code to SAVE and KEEP more of your money?

*** Note - not everything is a tax write off ***

If you want to learn more, let me know and I'll give you the ZOOM link!

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08/19/2026

My new advertisement from my E-Notebook!

08/18/2026

What money issues are on your mind tonight?

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08/18/2026

Now that summer of the kids is winding down, it's the best time to review your financial questions.

My ask is that if I have provided value in with your financial health, would you refer me to a loved one or a friend? If so, can you connect us and we can see if we are a good fit for each other?

Thanks!

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