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909 N. Mayfair Road
Suite 200
Wauwatosa, WI 53226

John Coloso

(414) 431-0488

 

Blog

What’s on our mind? You can read about it in our quarterly blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here.  So keep checking in. We’re glad to have you reading along. 

 

Friday, December 1, 2017

Your 70s represent a time to enjoy the fruits of your labor, but don’t get too comfortable because the IRS has some work for you to do six months after your 70th birthday when they start requiring you to take out your RMDs or...

 

Sunday, October 1, 2017

One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.¹ Individuals have three basic choices with the 401(k) account they...

 

Monday, August 21, 2017

For years, you and your spouse may have contributed to Medicare. Now, the time is approaching when you can finally reap the rewards. While Medicare doesn’t cover everything, it does lighten the load of health care costs for older...

 

Monday, July 10, 2017

A few months ago, we posted a blog regarding news that our then newly elected President had issued a directive to the Department of Labor (DOL) regarding its Fiduciary Duty Rule or “Conflict of Interest” Rule, which applies...

 

Saturday, April 1, 2017

As financial advisors we often come across mistakes in a client or prospects estate plan. Here is a list of the mistakes we see most often. 1.) Not having an estate plan at all or assuming that they are only for the very wealthy...

 

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Wednesday, February 15, 2017

You may have heard reports in the news recently that our newly elected President has signed an executive order pertaining to the Department of Labor’s (DOL) Fiduciary Duty Rule or “Conflict of Interest” Rule. The...

 

Thursday, January 26, 2017

We thought you might find the following information useful as it explains noteworthy changes to Social Security that both retirees as well as those currently paying into Social Security can expect in 2017. Cost-Of-Living Adjustment...

 

Sunday, January 1, 2017

Knowing which financial and personal paperwork to keep or toss is very important. Here’s a suggested timeline for keeping/shredding documents. Documents which should be kept indefinitely—in a secure location: Birth/death...

 

Saturday, October 1, 2016

The candidates for the 2016 presidential election are finally set: Hillary Clinton for the Democrats and Donald Trump for the Republicans. With control of both Houses also at stake, the month leading up to the general election promises...

 

Friday, July 1, 2016

Since the UK voted to leave the European Union in a referendum held on June 23rd, there has been negative sentiment and associated volatility that has prompted a lot of questions from investors. I have included this Britain Votes Leave...

 

Friday, April 1, 2016

As you travel on the journey of life, you will inevitably build up an estate that one day your loved ones will inherit. How and what they will receive depends on your preparation. An estate plan acts like a roadmap for your heirs by...

 

Friday, January 1, 2016

The beginning of the New Year is a perfect time to re-evaluate your financial situation. This checklist addresses common planning issues to help you determine whether any changes are needed. A few things that could impact yor financial...