Financial News

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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A recent survey found that more than half of retirees have retirement planning regrets. Unfortunately, many of these retirees had to cut back on their lifestyles to compensate for financial shortfalls.1 Considering their most common regrets may help you avoid making the same mistakes. Not saving enough More than one-third of retirees wish they had…

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Please watch the video below for the September 2019 Investment Advisory Committee (IAC) update from IAC chair, Will Olinger.  

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Earlier this year we welcomed Sophia Brucker to the Koss Olinger team. Sophia has been a great addition to the support team, assisting Kirk and WJ while also helping in other areas as needed. We are grateful to have Sophia on the team and are appreciative of her positive attitude and contributions each day.  …

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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…

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