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Changes To Estate Tax Explained In This Week's Wealth Update

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2018 Estate Tax Changes And What May Be Ahead

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Stocks Surge 1.7% Friday As Tariff Fears Subside And New Jobs Surge

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Understanding Economic Fundamentals

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A Guide To The New Rules On Tax Deductions In 2018

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COONEY FINANCIAL ADVISORS, INC

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.

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Watch The Video

  • Don’t Be Deceived By New Tax Law’s Name

    Don’t Be Deceived By New Tax Law’s Name

  • Seven Ways To Slow The 'Tax Drag' On Investments

    It's not how much you earn that counts; it's how much you keep. Yet for many investors, a combination of taxes can siphon off close to half of their investment earnings. Some of what you earn from your investments may be taxed at ordinary income rates up to 39.6% on the federal level, plus you could be hit with a 3.8% tax on "net investment income" (NII) as well as state and local income taxes.

    Read more >>

  • Soaring Stocks Raises Importance Of Diversifying

    The concept of diversification is vital to investors: Don't put all your eggs in one basket so they won't all get smashed if you trip and fall. It's better to spread your wealth over a broad financial spectrum of investments, but avoiding pitfalls isn't as intuitive as it may seem. Diversification neither assures a profit nor guarantees against loss in a declining market. This is especially important to remember when stocks are soaring and portfolios can get overloaded with stocks and human nature is to get greedy and overly optimistic about a continuation of the current trend.

    Read more >>

  • 6 Ways To Improve Your Credibility In Business

    "The truth is the truth is the truth," says Doug Carter.

    Read more >>

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  • Don’t Be Deceived By New Tax Law’s Name
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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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