Skip to content

Key Estate Planning Documents You Need

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 attorney, advance medical directives, a will, and a…

Read More

What Are The Warning Signs Of Financial Scams Targeting Older People?

If you or someone you know has been targeted by a scam artist who is trying to steal money or personal information, you’re not alone. According to the Senate Special Committee on Aging, older Americans lose an estimated $2.9 billion annually to fraud and exploitation, a number that is probably substantially underreported. 1 Most scams…

Read More

Koss Olinger Gives Blood

Recently a number of our team members lent their support (and their arms!) to Lifesouth Community Blood Centers. We are so pleased to support Lifesouth and the amazing work they do in our North Central Florida community. For more information on Lifesouth and to learn how you can support their life saving work please ​click…

Read More

Finding Balance As A Dual Career Couple

The Harvard Business Review recently featured an article “Finding Balance As A Dual-Career Couple”. There are certainly benefits and challenges for couples maintaining two careers. With nearly half of all marriages in the U.S. composed of dual-career couples, it makes sense that effective time and life management techniques are top of mind for many. To…

Read More