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.

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
06/03/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
06/01/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

Small contributions can add up to something big. See how compound interest works over time and what it could mean for yo...
05/29/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

Explore how compound interest can grow your money over time with this interactive tool.

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.
05/27/2026

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.

Taking your Social Security benefits at the right time may help maximize your benefit.

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care mi...
05/25/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs...
05/22/2026

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs and personal comfort level.

Find out how large your emergency fund should be based on your monthly expenses.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
05/20/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

Many have heard they should avoid probate; do you understand what probate is and how it works?
05/18/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
05/15/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

Do you have a will? Is it updated?
05/13/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

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Marlton, NJ
08053

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