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 Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Here’s a guide to explain all the parts of Medicare.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
One way to find money is to examine your current spending habits and eliminate money wasters.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine your potential long-term care needs and how long your current assets might last.
This calculator may help you estimate how long funds may last given regular withdrawals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Here are five facts about Social Security that might surprise you.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Do you know these three personal finance sayings?
Agent Jane Bond is on the case, cracking the code on bonds.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?