Financial News

Team Spotlight: Thalia Mendez

When did you start at Koss Olinger?  August 2022! What is your role at Koss Olinger?  Client Liaison/Corporate Scheduler Where did you grow up? Orlando, FL Do you have pets? If yes, tell us about them. Yes, I have a puppy, and his name is Kylo. He is the source of my lack of sleep and money,…

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When Should Young Adults Start Investing for Retirement?

As young adults embark on their first real job, get married, or start a family, retirement might be the last thing on their minds. Even so, they might want to make it a financial priority. In preparing for retirement, the best time to start investing is now — for two key reasons: compounding and tax…

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Year-End 2022 Tax Tips

Here are some things to consider as you weigh potential tax moves before the end of the year. Set Aside Time to Plan 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…

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