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.
What To Expect In The Weeks Ahead
Key Components Of A Post-Divorce Estate Plan
Even the best-laid plans can go astray if you get divorced from a long-time spouse. Especially if you go your separate ways after raising children and acquiring property together, your estate plan may need to be revised, and pronto.
Age Is More Than Just A Number In Weighted Plan
If you've spent years building up a business, it may be time to reap the rewards of a high salary and other benefits, even if it's no longer a one-person show. Still, strict nondiscrimination rules in the tax law mean that you can't enjoy outsized benefits from your company's retirement plan, even if you had to skimp on your contributions to the plan earlier in your career in order to help the business grow.
Roth IRA Conversions: The Time May Be Right
Perhaps you've thought about converting part of your traditional IRAs to a Roth IRA in the past, but you didn't pull the trigger. For instance, you might not have had the money available to pay the tax on a conversion without diluting your retirement assets. Or you may not have wanted pay that tax in a year in which you were in a high tax bracket.
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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