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
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Tips to avoid checking in luggage on your next vacation.
Beware of these traps that could upend your retirement.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Read this overview to learn how financial advisors are compensated.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator demonstrates the power of compound interest.
This calculator helps estimate your federal estate tax liability.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Even low inflation rates can pose a threat to investment returns.
A special needs trust helps care for a special needs child when you’re gone.