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.
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7 Top Tax Ideas To Use In A Declining Market
The brief 1,000-plus point plunge of the Dow Jones Industrial Average on August 24, 2015, rattled even the most optimistic investors. Whether the meltdown was part of a temporary correction or a harbinger of a bear market, it did serve as a reminder of tax moves that could be helpful when markets decline. Here are seven tax techniques you might consider:
SLATs Fit Through The Cracks In Estate Plans
Although the American Taxpayer Relief Act of 2012 (ATRA) provides some much-needed clarity about tax rules for estate planning, developing an estate plan remains complex.
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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