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Sit, Stay, Rollover: A Guide to IRA Rollovers The Cycle of Investing What Can a Million Dollars Buy You? The Facts About Income Tax


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.

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Business owners and professionals face special financial concerns. Kostka Taylor, L.L.C. CPAs offers qualified, professional assistance to pursue your objectives.

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Financial Planning

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.

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Helpful Content

Are Women and Financial Strategies a Mismatch?

Are Women and Financial Strategies a Mismatch?

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.


Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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