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…

August 2023 Market Recap

To download the August 2023 Market Review, click here.

You’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…

Charitable 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…

July 2023 Market Recap

To download the July 2023 Market Review, click here.

Shannon Reintgen Promoted to Partner

Koss Olinger is proud to announce that Shannon Reintgen, CFP®, ChFC® has been promoted to Partner. Shannon brings over 10 years of industry experience, during which time she has been dedicated to our firm and clients’ success. Over the years, Shannon’s focus on creating an unparalleled client experience and maintaining operational excellence has bettered both…

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