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.
Understanding The Economic Anomaly Under Way
Defining Key Terms For The 3.8% Medicare Surtax
Many investors already know about the 3.8% Medicare surtax lurking in the near future. Depending on your situation, you may have to pay an extra tax on some or all of your investment income, on top of the regular federal and state income taxes you owe. If you're in the top tax bracket-increasing from 35% to 39.6% in 2013-you could end up paying tax at an effective top rate of 43.4%!
Women Have Better Credit Scores, But Lower Ratings Than Men
A new study shows that women have higher credit scores on average than men yet have lower average credit ratings than men. Why? Pay disparity between men and women is part of the reason but there also are other causes, according to a January study by Credit Sesame, a free Internet-based credit reporting agency.
A New Risk To Converting To A Roth IRA
Converting to a Roth IRA is appealing if you think Federal taxes will go up, but now carries a new risk. Roth conversion is still a good idea but it's important to understand how the rules changed and could come into play.
1 Eves Drive,Suite 111
Marlton, NJ 08053
Office: 856-988-0688
Toll-Free: 800-755-7526
Fax: 856-988-9544
info@cooneyadvisors.com
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