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
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
This worksheet can help you estimate the costs of a four-year college program.
Calculating your potential Social Security benefit is a three-step process.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
What can be learned from the savings rate?
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
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.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
What if instead of buying that home, you invested that money?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?