Cooney Financial Advisors, Inc

Cooney Financial Advisors, Inc Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement.

Cooney Financial Advisors Inc is an independent, fee only financial advisory firm committed to helping people achieve their financial goals by providing un-biased advice. Through the use of education and expert advice, we work with you toward the lifestyle you envision. Our mission is to provide you with all the information, knowledge and support you need to keep you on track as you move toward yo

ur 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 401ks, 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 use 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.

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.
07/13/2026

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property...
07/10/2026

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property.

Intellectual property ownership and its implications for ordinary people and estates.

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through t...
07/08/2026

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through the tradeoffs based on your tax situation.

Compare Roth and traditional 401(k) options to see which may work better for your situation.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life ins...
07/06/2026

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.
07/03/2026

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Reasons to retain your coverage into your retirement years.

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
07/01/2026

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and...
06/29/2026

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and see what it could mean for your portfolio.

Calculate the dividend yield of a holding and see what that means for income over time.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
06/24/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

What steps might help you sustain and grow your retirement savings? This piece explores them.
06/22/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

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Marlton, NJ
08053

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