Koss Olinger

We are excited to announce that Koss Olinger has been recognized for the second consecutive year as one of Forbes’ America’s Top 250 RIA Firms. Among over 45,000 applicants, we are proud to have moved up the rankings from #176 to #169, a testament to our ongoing commitment to excellence in serving our clients. This achievement reflects the trust our clients place in us and the hard work of our dedicated team. Our mission has always been to put our clients’ needs first, delivering personalized and thoughtful financial guidance that allows them to focus on what truly matters. We are honored to receive this recognition and remain committed to helping our clients navigate their financial futures with confidence and care. Thank you to every client and team member who has made this success possible. We look forward to continuing to serve our clients with high standards of excellence for years to come. To learn more,?click the link to view our Forbes profile: https://lnkd.in/evt9jArY Methodology: https://lnkd.in/gN37x7Fy *Koss Olinger has not provided compensation (directly or indirectly) to obtain, use, or distribute this third-party ranking. Forbes.com (Awarded Oct 2024) Data compiled by Shook Research LLC based on time period from 3/31/23-3/31/24.

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 a real opportunity for tax savings if you’ll be paying taxes at a lower rate in one year than in the other. However, the window for most tax-saving moves closes on December 31, so don’t procrastinate. Read more here: https://lnkd.in/ei6CmJy7

To download the Quarter Three Market Review, click the link below. https://lnkd.in/ejXkNBvy #KossOlinger #MarketReview

Meet Jacqueline Tran, one of our new Wealth Management Interns. Jacqueline is a junior at the University of Florida, and we are excited to have her on our team. Please join us in welcoming Jacqueline to Koss Olinger!

A will is a fundamental estate planning document. It outlines how you wish your property to be distributed, who should handle matters related to settling your estate, and who you want to care for your children after you pass, among other things. If you don’t yet have a will, you’re not alone. According to a recent survey by Caring.com, 64% of Americans think having a will is important, but only 32% have one.?There are many reasons people put off drafting a will — here are four that you might relate to. Read more here: https://lnkd.in/eShQm_gA

To download the August 2024 Market Review, click the link below. https://lnkd.in/eBNXMbuQ #KossOlinger #MarketReview

Operations Analyst, Thalia Mendez, won both the Breakthrough Award and Outstanding Performance at Dale Carnegie Leadership Training last week. Congratulations, Thalia!

Welcome to Koss Olinger, FWA’s newest member firm! Located in Gainesville, Florida, Koss Olinger is a wealth management firm committed to long-term relationships focused on their clients, client families, and client legacies. Utilizing their trademarked Wealth Navigator System, Koss Olinger helps clients reach their goals for today and make better financial decisions for their future. ? To learn more about Koss Olinger, visit: https://kossolinger.com/

Scam artists often prey on those who are most vulnerable. Unfortunately, this includes individuals who have recently lost a loved one and are easily taken advantage of during their time of grief. Scammers will look for details from obituaries, funeral homes, hospitals, stolen death certificates, and social media websites to obtain personal information about a deceased individual and use it to commit fraud. Read more here: https://lnkd.in/enbytG55

To download the July 2024 Market Review, click the link below. https://lnkd.in/eqSdnMmF #KossOlinger #MarketReview