Financial News
Financial Planning
Team Spotlight: James Merchant
When did you start at Koss Olinger? May 1st, 2023 What is your role at Koss Olinger? Service/New Business Where did you grow up? Spokane, WA Do you have pets? If yes, tell us about them. Yep, I have a 12-year-old terrier named Sadie. What is something people would find surprising to learn about you? I dabble with…
Read MoreAugust 2023 Market Recap
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Read MoreYou’ve Received an Inheritance, Now What?
If you’ve recently received an inheritance, you may be facing many important decisions. Receiving an inheritance might promote spending without planning, but don’t make any hasty decisions. Here are some suggestions that could help you manage your inheritance. Identify a Team of Trusted Professionals Tax laws can be complicated, so you might want to consult…
Read MoreCharitable Contributions from IRAs
Did you know that, if you are at least 70½ years old, you can make tax-free charitable donations directly from your IRA? By making what’s called a qualified charitable distribution (QCD), you can benefit your favorite charity while excluding up to $100,000 annually from gross income. These gifts, also known as “charitable IRA rollovers,” would…
Read MoreJuly 2023 Market Recap
To download the July 2023 Market Review, click here.
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