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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Once a year, investors get a chance to lower their tax bill on investments outside of tax-advantaged 401(k) and IRA accounts. It can save thousands annually and is not difficult to do, but it requires the discipline to take the time to gather your records and remember the rules. We're here to help with tax-sensitive investing, and what follows is a reminder about how tax-loss harvesting works.
The sun is shining on the tax credit for solar power but this federal tax credit that lightens your tax burden significantly starts sunsetting in 2020.
Despite the uncertainty about possible legislative tax changes, savvy taxpayers can still take steps to reduce their liability for this year as it draws to a close. Here are eight prime candidates for income tax savings.
1 Eves Drive,Suite 111
Marlton, NJ 08053