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.
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.
Leading Economic Indicators Rose In March
For most people, it's not enough to scrimp and save for the golden years. Once you've entered retirement, you have to figure out how to crack open your savings nest egg. The manner and order in which you withdraw funds from various accounts can make a big difference in your retirement lifestyle.
Going back to ancient times, elders preached about the wisdom of saving money. In the modern era, three primary saving objectives have emerged for most people: (1) saving for retirement; (2) saving for your children's college educations; and (3) saving for emergencies. This "big three" hasn't changed much over the past century.
In recent months the Federal Reserve has been cutting down interest rates to near zero in an attempt to help jump-start the economy. But what goes down must come up, so you can expect this trend will eventually be reversed and interest rates will begin to climb again.
3 Eves Drive,Suite 300
Marlton, NJ 08053