Financial News

Company Stock and Your Retirement Strategy

The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. Your compensation may include stock options or bonuses paid in company stock. Shares may be offered at a discount through an employee stock purchase plan and held in a taxable account, or company stock…

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Team Spotlight: Monica Anderson

When did you start at Koss Olinger?  June 2021 What is your role at Koss Olinger?  Marketing Specialist Where did you grow up? I was born in Hawaii but grew up in Tokyo, Japan. Do you have pets? If yes, tell us about them. My boyfriend and I have a hamster named Millie and a poodle named Graham!…

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Tips for Managing an Inheritance

As the beneficiary of an inheritance, you are most likely to be faced with making many important decisions during an emotional time. Short of meeting any required tax or legal deadlines, don’t make any hasty decisions concerning your inheritance. Identify a Team of Trusted Professionals Tax laws and requirements can be complicated. Consult with professionals…

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