Whether you are investing to build wealth, protect your family, or preserve your assets, we can help take some of the mystery out of preparing for your financial future.Learn More
Business owners and professionals face special financial concerns. Kostka Taylor, L.L.C. CPAs offers qualified, professional assistance to pursue your objectives.Learn More
You can access your account information anytime, day or night. We encourage you to contact us when you have questions about your portfolio. Investment and financial planning services are offered by Donald P. Kostka and John Taylor, Jr. through their affiliation with HD Vest.Learn More
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
How Income Taxes Work
A quick look at how federal income taxes work.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Do you know where the idea of “retirement” comes from?
Important items to consider when purchasing condo insurance.
For homeowners who think their property taxes are too high, there are ways to appeal.
If you find it hard to attain personal life goals, there’s an app for that!
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
A four-step framework for building a personal legacy.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine your potential long-term care needs and how long your current assets might last.
This calculator demonstrates the power of compound interest.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Women must be ready to spend, on average, more years in retirement than men.
What is your plan for health care during retirement?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
When do you need a will? The answer is easy: Right Now.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.