John Coloso InvestmentsThe right way to retire
John Coloso Investments is an independently owned financial services firm established in 2002. John Coloso Investments specializes in retirement income and provides dedicated personalized service to all of our clients.
Whether you are retired or within five years of retirement John Coloso Investments has the financial management experience to direct you towards reaching your goals. At John Coloso Investments we believe in professional money management and asset allocation. We do not believe in taking any unnecessary risks. John Coloso Investments is a professional firm that shows investors how to manage their 401(k), pension rollovers, IRAs, financial assets, standard of living and much more.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Insurance Needs Assessment:When You're Married With Children
When you’re married and have children, insurance needs will be different.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Couples may be able to head off many of the problems in a marriage that money can cause.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your capital gains tax.
Estimate how much of your Social Security benefit may be considered taxable.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
How will you weather the ups and downs of the business cycle?
What if instead of buying that vacation home, you invested the money?
Why are 401(k) plans, annuities, and IRAs so popular?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.