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
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
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.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
Women and Wealth: A Pivot Towards Retirement
Tips and strategies for women approaching retirement to ensure a smooth transition.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Debt Stress
There’s a link between debt and stress.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
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
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
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Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Saving for College 101
Here's a crash course on saving for college.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.