09/09/2026
If you thought that payouts from life insurance are tax-free in all cases, think again.
When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases.
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
09/09/2026
09/07/2026
Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.
The Most Overlooked Item of Any Home Improvement The item most homeowners forget on their home improvement project checklist is insurance.
09/04/2026
Can group and private disability policies work together?
Can Group, Private Disability Policies Work Together? Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
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.
09/02/2026
A disability could keep you from work and increase costs. How can you protect yourself?
Disability and Your Finances In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Feel empowered with this step-by-step guide to reviewing your life insurance needs.
08/28/2026
There are benefits and limitations when using a living trust.
A Living Trust Primer Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
08/26/2026
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
Fallen Tree Damage—Who Pays? Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
08/24/2026
Marriage changes everything, including your insurance needs. Here are some things to look out for.
Insurance Needs Assessment: When You're Newly Married Marriage changes everything, including your insurance needs.
08/21/2026
The financial risks to consider when evaluating self insurance?
When to Self-Insure 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
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