Financial News

Team Spotlight: Emily Lusk

When did you start at Koss Olinger? August 21st, 2023 What is your role at Koss Olinger? Marketing and Communications Coordinator Where did you grow up? Fleming Island, FL Do you have pets? If yes, tell us about them. Yes! I have a German Shorthaired Pointer named Henry. He is highly energetic, and his favorite…

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A New Year, A New Opportunity to Save with a 529 Plan

The start of a new year is typically a time when people resolve to implement or recommit themselves to a personal financial goal. This year, why not consider opening a 529 plan account, or increasing your contributions to an existing account, to enhance your child’s or grandchild’s financial future? 529 plans are the most flexible…

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Koss Olinger Recognized as a Forbes Top RIA

  Koss Olinger is proud to be recognized as one of Forbes Top RIA Firms in America. With over 40,000 applicants, we are pleased to have placed #176 on the list of the top 250 RIA firms in the nation. Koss Olinger’s Managing Partners, Will Olinger and Kirk Klein, commented on this achievement, “In the…

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Do You Have These Key Estate Planning Documents?

Do You Have These Key Estate Planning Documents? Estate planning is the process of managing and preserving your assets while you are alive, and conserving and controlling their distribution after your death. There are four key estate planning documents almost everyone should have regardless of age, health, or wealth. They are: a durable power of…

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