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 Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
A few strategies that may help you prepare for the cost of higher education.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
One of the most common questions people ask about Social Security is when they should start taking benefits.
A four-step framework for building a personal legacy.
It may help your business be better prepared in the event of the death of a principal or key employee.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn how to harness the power of compound interest for your investments.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Take a look at this 2017 Market Recap.
Pundits say a lot of things about the markets. Let's see if you can keep up.