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.
This Is What An Economic Sweet Spot Looks Like
There are a lot of benefits to salting away money in an employer's retirement plan, whether it is a 401(k) or a pension or profit-sharing plan. Your contributions can grow and compound without being eroded by taxes until you're ready to use the money. But suppose you're in your 50s and contemplating early retirement or you need funds for another reason. Is there a way to gain access to the money in your plan without paying a steep tax price?
When the Pension Protection Act of 2006 made 529 college savings plans a permanent part of the tax code, it ended most debate about the best way to invest for educational expenses. However, there are dozens of state-sponsored plans to consider, each varying in everything from investment choices and performance to plan costs and tax advantages.
The online Merriam-Webster dictionary offers two definitions for "rule of thumb": • A method or procedure based on experience and common sense, • A general principle regarded as roughly correct but not intended to be scientifically accurate.
3 Eves Drive,Suite 300
Marlton, NJ 08053