Financial News

Annuity Income: Annuitization vs. Lifetime Withdrawal

During your working years, you’re accustomed to living on an income from your job. When you retire, the income from employment ends. Social Security provides a steady income, but it probably isn’t enough to meet your retirement income needs. An annuity is an option that can provide a stream of income during retirement. With most…

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Team Spotlight: Danielle Marsh

When did you start at Koss Olinger?  October 14th, 2021 What is your role at Koss Olinger?  Executive Assistant Where did you grow up? Ocala, FL Do you have pets? If yes, tell us about them. Yes. I have a Shih Tzu named Winnie. You can find her belly up, snoring in my lap when I…

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Charitable Giving Can Be a Family Affair

As families grow in size and overall wealth, a desire to “give back” often becomes a priority. Cultivating philanthropic values can help foster responsibility and a sense of purpose among both young and old alike, while providing financial benefits. Charitable donations may be eligible for income tax deductions (if you itemize) and can help reduce…

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Team Spotlight: Alyssa Pennell

When did you start at Koss Olinger?  August 2021 What is your role at Koss Olinger?  Client Liaison/Corporate Scheduler Where did you grow up? George Town, Cayman Islands/Apopka, FL Do you have pets? If yes, tell us about them. I have an orange tabby named Sokka and a tortoiseshell named Katara. They are siblings but couldn’t be…

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