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909 N. Mayfair Road
Suite 200
Wauwatosa, WI 53226

John Coloso

(414) 431-0488

 
Questions to Consider When Buying a Vacation Home Dog Bites and Homeowners Insurance Finding the Balance Retirement and Quality of Life

 

John Coloso Investments

The 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.

Helpful Content

Teen Drinking and Your Liability

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

The Wild West of Data Theft

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

The Cost of Medical Care

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

 

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Saving for College 101

Here’s a crash course on saving for college.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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