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
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Beware of these traps that could upend your retirement.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much you have the potential to earn during your working years.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Do you know these three personal finance sayings?
Investors seeking world investments can choose between global and international funds. What's the difference?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.