John Coloso InvestmentsThe right way to retire
John 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.
Building Your Legacy
A four-step framework for building a personal legacy.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Sustain financial well-being or create wealth through these actions.
You’re at the amusement park, waiting to board the roller coaster. You can see the whole track as you stand in line. Peaks that seem to pierce the clouds.
Financial Independence, Retire Early (FIRE), also known as radical savings, encourages aggressive saving to retire by age 40.
If you didn't show up tomorrow, would your employees be able to go it alone?
How low can you go? We’re not talking about the limbo. We’re referring to sovereign bond rates.
What’s your plan and is it in alignment with this?
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Understanding the cycle of investing may help you avoid easy pitfalls.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Check out this video to begin separating fact from fiction.
There’s an alarming difference between perception and reality for current and future retirees.
Making the most of surprises is a great reason to work with us.
Doing your research is key before buying a vacation home.