When did you start at Koss Olinger? May 15th, 2023 What is your role at Koss Olinger? Executive Assistant Where did you grow up? Ocala/The Villages, FL Do you have pets? If yes, tell us about them. I have a Sheltie named Daisy and a Ball Python named Trenton. Daisy is very happy and energetic. Trenton…

The SECURE 2.0 Act, passed in late 2022, included numerous provisions affecting retirement savings plans, including some that impact required minimum distributions (RMDs). Here is a summary of several important changes, as well as a quick primer on how to calculate RMDs. What Are RMDs? Retirement savings accounts are a great way to grow your…

To download the October 2023 Market Review, click here.  

A message from Koss Olinger’s Retirement Plan Advisor, David Mejia, CPFA®   At Koss Olinger, we will help you select excellent service providers for your company’s retirement plan and appropriate investment options for the plan participants. Once those selections are made, we will help monitor the service providers and investment options periodically to ensure the…

Financial worries are often cited as a major source of stress. For example, a 2021 study found that even before the pandemic and subsequent economic downturn, a majority of Americans said they felt stressed or anxious about their finances. Similarly, in 2022, research revealed that more than seven out of 10 financial planning clients experienced…