Kozak & Associates | Fully Invested


Our mission is quite simple, our clients have specific financial goals and it is our responsibility to help make them become a reality. For more than 20 years we have placed an emphasis on providing our clients with financial empowerment. Just as the goals and objectives of our clients are distinctive and diverse, so too are our services, financial strategies and recommendations. We are committed to educating our clients so they may be active participants in defining and ultimately achieving their financial and investment goals.

 

                        

Masthead Photograph by John Fielder

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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Insurance to Leave a Legacy

A survivorship life insurance policy could provide benefits at a lower cost than individual life insurance.

HOT TOPIC: New Chair, Same Fed?

New Fed chair Janet Yellen, forward guidance for future action, and how investors and the economy could be affected.

Enforcement Programs Aimed at Small Businesses

While small biz strive to comply with the federal tax code, certain practices could attract attention from the IRS.

Considering UITs

An overview of UITs with a focus on some important factors to understand when adding UITs to a portfolio.

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