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
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
Legacy Planning in Retirement: Passing Down Financial Values
Use stories, gifting, and simple money habits to help your family inherit confidence, not just wealth, in retirement
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequences to their future financial security.
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Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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.
Retirement Redefined
Around the country, attitudes about retirement are shifting.