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.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Saving for College 101
Here’s a crash course on saving for college.
Why have the markets been so volatile recently?
How Medicare can address health care needs in your retirement strategy.
Don't let procrastination keep you from pursuing your financial dreams and goals.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you should be saving for college.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Peer-to-peer payment apps are one of the newest ways to send money.
$1 million in a diversified portfolio could help finance part of your retirement.
Taking your Social Security benefits at the right time may help maximize your benefit.
Do you have causes that you want to support with donations?
Here are five facts about Social Security that might surprise you.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?