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2018 Estate Tax Changes And What May Be Ahead

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Understanding Economic Fundamentals

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COONEY FINANCIAL ADVISORS, INC

Cooney Financial Advisors, Inc is a family owned, independent, fee only financial advisory firm, founded in 1987. Our purpose is to help you and your family enjoy the lifestyle you prefer, while planning and working toward the lifestyle you envision in retirement.  Our mission is to help you organize  your financies and help you make the puposeful decisions needed to avhieve your goals.

Since we come from an accounting background, we have a unique perspective to the advice we give. We understand the impact taxes have on all financial decisions and how integrating that knowledge can make the difference in your planning. In addition, our strong knowledge of 401(k)s, IRAs, and rollovers will help you navigate through those treacherous waters. We look forward to using our experience and expertise to get you on the path to your dream retirement!

Please call or email us if you want to know more about our firm or how we can help you accumulate the money you need to live the retirement lifestyle you deserve. As an independent firm, our focus is always on providing you with the best, unbiased financial advice.

Organizing your financial information:

As with most things in life, being organized makes decisions simpler.  Your financial life is no exception.

When working with you, one of the first steps, is to help you organize your finances.  We use sophisticated technology to keep your information up to date allowing us to provide comprehensive lifestyle planning.

Click Here for More Information

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    If you're like most soon-to-be retirees, you're looking forward to leaving the rat race and moving into a comfortable lifestyle. But the golden years can lose their luster quickly if you don't consider all of the aspects of retirement. Here are seven things NOT to do when you retire:

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  • 5 Steps To Help Women Save More For Retirement

    According to the latest statistics, women have made great strides in saving for retirement but still lag far behind their male counterparts. A new report by the National Institute on Retirement finds that men received $17,856 in median retirement income from pensions in 2010, compared to $12,000 that women got-33% less than men. The gender gap also extends to retirement plans such as 401(k)s. In 2014, women had 34% less than men in these accounts, with a median of $36,875 for men and $24,446 for women.

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  • Protecting Yourself From Powers Of Attorney Abuse

    A legal document known as a power of attorney can enable a trusted family member, friend, or advisor to make decisions on your behalf, and that can safeguard your interests if you are incapacitated or want to delegate particular responsibilities.

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Contact Us

3 Eves Drive,Suite 300
Marlton, NJ 08053

Office: 856-988-0688
Toll-Free: 800-755-7526
Fax: 856-988-9544
info@cooneyadvisors.com

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