Financial News

Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands on a copy of your 2019 tax return and gathering W-2s, 1099s, and deduction records. You’ll need these records whether you’re preparing your own return or paying someone else to…

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When did you start at Koss Olinger?​​ I started at Koss Olinger in August 2020. What is your role?​ I’m an Associate Advisor. Where did you grow up?​ ​Gainesville, Florida Do you have any pets? If yes, please tell us about them.​ ​No pets, unfortunately, but at least one dog is certainly in my future.…

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In early 2020, 61% of U.S. workers surveyed said that retirement planning makes them feel stressed.1​ ​Investor confidence was continually tested as the year wore on, and it’s likely that this percentage rose — perhaps even substantially. If you find yourself among those feeling stressed heading into the new year, these tips may help you…

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Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments for 2021. Estate, Gift, and Generation-Skipping Transfer Tax The annual gift tax exclusion (and annual generation-skipping transfer tax exclusion) for 2021 is…

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