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
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Practical Moves to Safeguard Your Financial Progress
Explore these strategies to help protect your purchasing power in a world of rising costs.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
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What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
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.