Financial News

In light of the new year many of us are thinking about our health and the changes we want to make. Accordingly, we are continuing our expert interview series with a sit down with Dr. Steve Roark. Dr. Roark is a board certified cardiologist and doctor at ​The Cardiac & Vascular Institute in Gainesville, Florida.…

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Here are 10 things to consider as you weigh potential tax moves between now and the end of the year. 1. Set aside time to plan Effective planning requires that you have a good understanding of your current tax situation, as well as a reasonable estimate of how your circumstances might change next year. There’s…

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As a firm it is our goal to be a partner with you through all of life’s seasons, not just in a wealth management role, but as a resource to help alleviate worries and provide clarity in the many areas of your life. Through our work we notice that the worries of our clients are…

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In late spring we welcomed Bridgette Michaud to the Koss Olinger team. Bridgette has quickly become an integral part of the team, playing important roles on both the Operations and Support teams. We are grateful to count Bridgette as part of the Koss Olinger family and appreciate her contributions each day.     How long…

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