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    • A FEW WORDS ABOUT US

      We here at Koslow & Associates, Inc.  specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
    • Our primary goal is keeping our clients' money safe from volatile and risky investments.

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      Financial Services

      Financial Services

      Our primary goal is keeping our clients' money safe from volatile and risky investments.

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    • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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      Insurance Services

      Insurance Services

      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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    • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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      Educational Videos

      Educational Videos

      Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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    • WEEKLY NEWSLETTER

      This May we are celebrating Older Americans Month and the 2018 theme of Engage at Every Age teaches us that age is not a factor when it comes to taking part in activities to enrich one’s emotional, mental, and physical well-being. One activity that is key for promoting mental and physical [...]

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      After one year of retirement, here's what you need to do. Once you get through the first year of retirement, you probably think you can coast for the next 30 years. That's not necessarily true. This is not the time to get comfortable. Things are never that simple in retirement. As you head [...]

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      Recently, an esteemed group of experts in business and finance, economists and education, convened in Washington, D.C. along with our Executive Director Jim Poolman and editors from The Atlantic for a roundtable dinner to talk about the reality of retirement readiness amid America’s [...]

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    • IRA BLOG

      Having just one IRA instead of several may simplify paperwork and minimize fees. But when you begin to think about leaving IRA funds to heirs, consider using more than one IRA to do so. Here are reasons why:   Preserve Funds for Bequests in a Roth IRA Statistics show that the great [...]

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      Question: Dear Mr. Slott, In 2013, my husband was offered a buyout from his employer, Ford Motor Co.  He had been retired since 1999 and so was already receiving a monthly pension check. (My husband had been diagnosed with Alzheimer's Disease in 2011 and then passed away last November 2017.)[...]

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      It now appears that the new fiduciary rules proposed by the Department of Labor (DOL) back in June of 2016 are all but dead. Late last week, the Fifth Circuit Court of Appeals rejected a last-minute appeal of its March 15th decision to toss the DOL rules. The appeal was filed by the AARP and three [...]

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