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 MoreAugust 2019 Market Review
To download the August 2019 market review please click here.
Read MoreWhat 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 MoreKoss 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 MoreJuly 2019 Market Review
To download the 2019 market review please click here.
Read MoreFinding 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…
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