John Coloso Investments
The right way to retireJohn 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
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
First Year of Retirement: What to Expect
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
College Savings
See how much you may need to save now to cover future college costs for your child.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
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Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Surprises
Making the most of surprises is a great reason to work with us.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.