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
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Building Your Legacy
A four-step framework for building a personal legacy.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
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The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.