Cooney Associates

Cooney Associates Wealth Management
Plan, Invest, LIVE. We’ll help you see where you’re going. Make sure you take the right steps along the way.

Cooney Associates is a close-knit, motivated team with a passion for helping people CHANGE THEIR RELATIONSHIP WITH MONEY. To us, wealth management is about helping you have the knowledge, confidence and resources to live the life you want in the future. And, finally, celebrate with you once you arrive. We’re not three-piece suit financial types. We’re just like you, with the same hopes, dreams, f

amilies, struggles and everyday joys in our lives. We just have a dedication to managing money and building wealth. In our office you’ll find the knowledge, experience and qualified expertise to build your plan with the resources to help you reach your goal. https://www.cooney-associates.com/who-we-are

Are you considering a FIRE retirement? Learn the basics here.
06/02/2026

Are you considering a FIRE retirement? Learn the basics here.

This short, informative article teaches the basics of the FIRE movement.

Some diets lighten nothing but your wallet. Here’s a few to avoid.
05/26/2026

Some diets lighten nothing but your wallet. Here’s a few to avoid.

These food myths will really put a drain on your wallet.

Your ideal retirement may differ from reality, but we can work together to better align the two.
05/19/2026

Your ideal retirement may differ from reality, but we can work together to better align the two.

How does your ideal retirement differ from reality, and what can we do to better align the two?

Could you find acres of diamonds in your own backyard? Watch this video.
05/12/2026

Could you find acres of diamonds in your own backyard? Watch this video.

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?
05/05/2026

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

Is your retirement portfolio subject to “sequence of returns” danger?
04/28/2026

Is your retirement portfolio subject to “sequence of returns” danger?

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Low car lease payments look great, but do you really save money in the end?
04/21/2026

Low car lease payments look great, but do you really save money in the end?

This calculator compares the financial impact of leasing versus buying an automobile.

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.
04/14/2026

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.

Do you understand these common mobile slang terms?

Social Security has been a fact of retirement since 1935; how much do you really know about it?
04/07/2026

Social Security has been a fact of retirement since 1935; how much do you really know about it?

Here are five facts about Social Security that might surprise you.

What steps might help you sustain and grow your retirement savings? This piece explores them.
03/31/2026

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.

Address

6595 W 14th Avenue, Suite 100
Lakewood, CO
80214

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4:30pm

Telephone

+13033880854

Website

https://www.joincambridge.com/investors/cambridge-disclosures/form-crs/, https://amer

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