Five Tax-Smart Ways To Transfer Your Wealth


IRS Closes Valuation Loopholes


Tune Into The Tax Break For NUA


Retiring Abroad? Be Ready To Take The Bad With The Good


Inoculating The Economy Amid Jitters Over A President Trump


Frontpage Slideshow | Copyright © 2006-2011 JoomlaWorks Ltd.


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

  • U.S. Stocks Nearly Doubled In The Last Five Years

    U.S. Stocks Nearly Doubled In The Last Five Years

  • 4 Of The Main Reasons To Keep Your Bypass Trust

    For decades, the bypass trust was a common staple of family estate plans. But it appeared that this tool might become a relic of days gone by after the American Taxpayer Relief Act of 2012 (ATRA) preserved the "portability" provision of the estate tax law. Because of this provision, a bypass trust no longer was needed to ensure that each spouse in a marriage could maximize his or her estate tax exemption.Yet even today, the bypass trust remains a viable estate planning option.


  • Don't Outlive Your Money: 7 Tips

    The scariest financial risk people face in life is running out of money at an old age. I'm 83 and I'm speaking from personal experience. After a long career as a newspaper editor, I retired in 1991 at the age of 60, with my wife, who is 14 years younger and retired in 2004. I've learned about financial matters the hard way, and I ghost-write articles like this one to earn some extra income. I'm not scared about running out of money in my lifetime, but I am fearful of not leaving enough money to my wife, who is much younger than I. Let me share with you some financial lessons I've learned.


  • How Economic Myths Distort Investment Outlook

    Investors and analysts alike look to economic conditions and trends for clues to the direction of prices for stocks, commodities, and other investments


  • Read More
Latest Report
Special Reports
  • Assessing US Stock Performance Amid More Positive Economic News

Newsletter Sign Up

Contact Us

3 Eves Drive,Suite 300
Marlton, NJ 08053

Office: 856-988-0688
Toll-Free: 800-755-7526
Fax: 856-988-9544

© 2017 FMG Suite.