Michael Colannino, Peter Robertiello, Wells Fargo Advisors

Our mission is to help our clients and families obtain their future goals and dreams.

 

Welcome to the Colannino Investment Group.  Our team focuses on helping individuals and small businesses.  We start our relationships by getting to know about your needs and desires.  If  you are an individual and would like to create a plan to generate retirement income, accumulate wealth for the future or help with planning your estate, we can help.  If you are a small business, we focus on the retirement plan space.  Whether you would like to set up a new retirement plan or manage an existing plan, we can help.  

We believe in creating portfolios that strike a balance between growth, preservation of capital and income gneration.  We strive to achieve this by investing in a broad mix of assets that include stocks, bonds and cash equivalents.  We also provide advice and assistance with your lending and insurance needs.   

During these times of financial stress in the markets, we believe having a team in place that is focused solely on your needs is crucial for long term success.  If you are considering changing your advisor or looking to start a new relationship, please call us.  Our phone number is immediately to the right.  You can also email us by clicking on the "Contact Us" link.  We welcome the opportunity to meet with you in a stress free, no obligation environment to discuss your situation.  Please be sure to check the "Special Offer" tab to request complimentary reports and the "Seminar" tab to check for upcoming events.
Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

Retirement Plans for Small Businesses

With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for employees.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

Rethinking the Role of Household Debt

Many people aspire to pay off their home mortgages before retirement, but the housing situation and a weak economy have taken a toll on the finances of many older Americans. There are some compelling reasons why pre-retirees might want to consider maximizing their retirement plan contributions and avoid carrying large amounts of debt into retirement.

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