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
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A collection of tips from professional travelers.
It's important to understand how inflation is reported and how it can affect investments.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess how many days you'll work to pay your federal tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Women must be ready to spend, on average, more years in retirement than men.
A special needs trust helps care for a special needs child when you’re gone.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
What is your plan for health care during retirement?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate