top of page

Brian Cotroneo
Dec 26, 20244 min read
Am I Having Enough Withheld?
Are you withholding enough? If you fail to estimate your federal income tax withholding properly, it may cost you in a variety of ways....

Brian Cotroneo
Dec 10, 20244 min read
How to Roll Over Your Employer Retirement Plan Assets
Rolling over a retirement plan can be a difficult process...working with a professional is sometimes easier When leaving your job or...

Brian Cotroneo
Nov 26, 20247 min read
Understanding Risk
Reward is only half the equation; to optimize your investments, you have to understand Risk Few terms in personal finance are as...

Brian Cotroneo
Nov 12, 20244 min read
Wills: The Cornerstone of Your Estate Plan
Learn why Wills are the most important part of a comprehensive estate plan

Brian Cotroneo
Oct 28, 20243 min read
Buying Insurance: What Savvy Consumers Should Know
List of things to do when considering the purchase of an insurance policy

Brian Cotroneo
Oct 15, 20243 min read
Making Year-End Gifts to Special Needs Family Members
The end of the year is approaching quickly; now is the time to plan your year end gifts in support of special needs family members.

Brian Cotroneo
Oct 7, 20244 min read
Six Potential 401(k) Rollover Pitfalls
Want to roll your 401(k) into an IRA? Make sure you avoid unintended consequences by considering these six issues.

Brian Cotroneo
Sep 23, 20241 min read
Matthew Johnson Awarded Chartered Life Underwriter (CLU) Designation by American College for Financial Services
The Johnson Cotroneo Group is excited to share that co-founder Matthew Johnson was recently awarded the Chartered Life Underwriter (CLU)...

Brian Cotroneo
Sep 10, 20243 min read
5 Practical Uses for an ABLE Account
We have previously written about the pros and cons of ABLE (Achieving a Better Life Experience Act of 2014) accounts. Now let's...

Brian Cotroneo
Sep 3, 20245 min read
Estate Planning: An Introduction
By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and...

Brian Cotroneo
Aug 27, 20243 min read
Are You An Investor or Speculator?
Recent market news — around social-media driven stock trading that created extreme price swings for shares of certain companies — may...

Brian Cotroneo
Aug 20, 20243 min read
Funding a Special Needs Trust With Life Insurance: The Basics
One way to provide funds for lifetime special needs care is fund a trust using a life insurance policy.

Brian Cotroneo
Aug 14, 20244 min read
Key Employee Life & Disability Insurance
Are you protected against losing your best employees?

Brian Cotroneo
Aug 6, 20247 min read
Retirement Plans for Small Business
As a business owner, you should carefully consider the advantages of establishing an employer-sponsored retirement plan.

Brian Cotroneo
Jul 30, 20243 min read
You Sold Your Business. Now What?
Three things to do after selling your business: invest proceeds quickly, consider income replacement strategy, and update your estate plan.

Brian Cotroneo
Jul 24, 20244 min read
Handling Market Volatility
Conventional wisdom says that what goes up, must come down.

Brian Cotroneo
Jul 8, 20242 min read
The Johnson Cotroneo Group Celebrates One Year with Moors & Cabot Investments
The Johnson Cotroneo Group (JCG) celebrated its one year anniversary at Moors & Cabot on July 1st, 2024

Brian Cotroneo
Jul 2, 20243 min read
The Necessity of Special Needs Planning
If you are the parent, grandparent, or caregiver of an individual with special needs, you have probably asked yourself how to prepare for...

Matthew Johnson
Jun 25, 20243 min read
Does Your Child's Special Needs Trust Need a Tune Up? Probably.
Remember how satisfying it was setting up a trust for your child with special needs? You named a trustee and a successor trustee, signed...

Brian Cotroneo
Jun 18, 20243 min read
What to Do When Your Child Turns 18
The financial planning steps a family takes when their child turns 18 establish the foundation for the child's support and well-being for...
bottom of page