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.

If you thought that payouts from life insurance are tax-free in all cases, think again.
09/09/2026

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.
09/07/2026

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.

The item most homeowners forget on their home improvement project checklist is insurance.

Can group and private disability policies work together?
09/04/2026

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

A disability could keep you from work and increase costs. How can you protect yourself?
09/02/2026

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

08/31/2026

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

There are benefits and limitations when using a living trust.
08/28/2026

There are benefits and limitations when using a living trust.

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
08/26/2026

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Marriage changes everything, including your insurance needs. Here are some things to look out for.
08/24/2026

Marriage changes everything, including your insurance needs. Here are some things to look out for.

Marriage changes everything, including your insurance needs.

The financial risks to consider when evaluating self insurance?
08/21/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

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Marlton, NJ
08053

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