Sweeney Financial Advisors

09/02/2026

Proud to see our own Chris June helping make a difference in the community through his role as Treasurer on the Board of Directors for Worker Bee Fund!

Worker Bee Fund does incredible work supporting veterans with home improvements and safety modifications that help them live more safely and comfortably. A big thank you as well to Revo Casino and Social House for helping raise funds that will go directly toward local veterans in need.

We’re proud of Chris for the time and energy he gives to this organization, and grateful to everyone at Worker Bee Fund and REVO who continues to support such meaningful work in our community.

08/28/2026

We’re excited to be a proud sponsor of Time 4 Joy: Comedy Night & Auction, presented by I Got Bridged!

I Got Bridged does incredible work across the Seacoast, from providing transportation to medical appointments, food resources and recovery meetings to supporting those experiencing homelessness and other challenging transitions.

Time 4 Joy is shaping up to be a great night filled with laughs, food, prizes and plenty of fun!

Purchase your tickets at www.igotbridged.com/time4joy

08/26/2026

Happy National Dog Day!

Today we’re celebrating all the unconditional love dogs bring into our lives and giving a big shoutout to Motley Mutts Rescue for the amazing work they do every day.

Motley Mutts is dedicated to rescuing dogs in need, helping them find safe, loving homes, and giving them the second chances they deserve. Their mission makes a real difference for so many pups and families in our community.

We’re also excited to share that Sweeney Financial Advisors will be a proud sponsor of MuttFest 2026! We can’t wait to support this incredible event and the wonderful mission behind it.

If you’re a fellow dog lover, join us in showing some love for Motley Mutts Rescue today!

08/25/2026

Charitable giving rules have changed for 2026, and the impact may look different depending on whether you take the standard deduction or itemize.

Our latest article breaks down several key updates, including:

• A new charitable deduction for certain cash gifts by non-itemizers
• A new 0.5% AGI floor for itemized charitable deductions
• Changes affecting higher-income donors
• A new federal tax credit for certain K-12 scholarship contributions beginning in 2027

If charitable giving is part of your financial plan, these changes may be worth discussing with your financial and tax professionals.

New Tax Rules Are Changing How Americans Give to Charity in 2026 Logan Pettus | Aug 25, 2026 New Tax Rules Are Changing How Americans Give to Charity in 2026Here's What You Need to KnowBy: Logan Pettus of Sweeney Financial AdvisorsIf you give to charity, a new federal law is about to change how much...

08/21/2026

What a wonderful evening celebrating our new home in Bedford!

A heartfelt thank you to all of our clients who joined us for our Client Open House last night. We truly enjoyed welcoming you into our new office, showing you around, and spending time together outside of our usual meetings.

A special thank you to Tidewater Catering Group for the fantastic food and bartending throughout the evening, and to Motley Mutts Rescue for bringing four very special (and very popular!) puppies to join the celebration.

We’re grateful to everyone who helped make the evening such a success and to our clients for the continued trust and support you place in Sweeney Financial Advisors.

Here’s to many great years ahead in Bedford!

08/12/2026

Yesterday, the Sweeney Financial Advisors team traded the office for the sidelines at Patriots Training Camp! 🏈

We spent the day at Gillette Stadium watching the Patriots take on the Colts in a joint practice, a great way to celebrate an exciting new chapter for our firm: our recent move to Bedford and the addition of three new team members.

After practice, we kept the day going with lunch at Patriot Place, a trip through the Patriots Hall of Fame, and some friendly competition as we split into teams for an escape room challenge.

It was a fun day to step away from our desks, spend time together, and celebrate the continued growth of the Sweeney team. We’re grateful for where we’ve been and excited about what’s ahead!

08/06/2026

August is a natural time to pause and review the financial goals you set earlier in the year. Consider checking your savings progress, beneficiary designations, insurance coverage and upcoming year-end priorities. A thoughtful review now may help reduce last-minute decisions later, depending on your individual circumstances.

07/24/2026

Sweeney Financial Advisors is pleased to welcome clients and members of our community to our new Bedford office. While our location has changed, our commitment remains the same: providing personalized, independent, fee-only financial guidance focused on your goals.

360 Route 101, Suite 10
Bedford, NH 03110

We look forward to seeing you at our new location.

07/22/2026

Retirement isn't what it used to be.

Seventy-five years ago, retirement was often a short chapter supported by employer pensions. Today, many retirees can expect decades in retirement—and they're responsible for making their savings last. Modern retirement planning often involves more choices, more flexibility, and more important financial decisions than ever before.

Our latest blog explores how retirement has evolved over the last 75 years and what those changes could mean for your financial future.

For much of the last century, retirement followed a fairly predictable pattern: work for decades, retire around age 65, and slow down. Today, that picture looks very different.

07/08/2026

New Trump Accounts are here, but what exactly are they?

If you've heard the name but aren't sure what these new accounts mean for your family, our latest blog breaks it all down in plain English.

Learn how they work and whether they may fit into your financial plan:

Can you get your kids a free $1,000?