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2018 Estate Tax Changes And What May Be Ahead


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Understanding Economic Fundamentals


A Guide To The New Rules On Tax Deductions In 2018


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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

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    Financial News In Perspective

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    This is a true story about Jane X, who graduated from a prestigious university five years ago. She's on her third job, but she's now communications director at a private foundation and finally earning decent money.Jane's student loans are paid off, and her good salary leaves her some money to invest.


  • 7 Retirement Hurdles You May Be Forced To Overcome

    It's a marathon, not a sprint, to reach retirement, and you may find you still need to clear some formidable hurdles. Positioning yourself for the long haul could mean building flexibility into your retirement plan to accommodate emergency expenditures or adjustments in income or expenses. You'll need to take into account likely fluctuations in housing costs, taxes, health-care outlays, investments, and other items in your budget. Consider these seven obstacles and figure out how to get past each of them:1. Market uncertainty. Stock market volatility always will be a wild card, whether retirement is still far in the future or has become your everyday life.


  • 8 Opportunities To Save Tax Before It's Too Late

    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.


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Marlton, NJ 08053

Office: 856-988-0688
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