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
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
However exciting retiring abroad may sound, it deserves considerable planning.
At what point can you call a personal vehicle commercial?
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
This calculator demonstrates the power of compound interest.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to better see the potential impact of compound interest on an asset.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Are Real Estate Investment Trusts right for your portfolio?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
A special needs trust helps care for a special needs child when you’re gone.
Agent Jane Bond is on the case, infiltrating the world of bonds.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.