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

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Options for Retirement Living

Some considerations when deciding where to live in retirement, be it staying in the same community or moving.

Tax Season Never Ends for the Self-Employed

Making accurate quarterly tax payments on schedule can help avoid interest penalties for underpayment.

Fixed-Income Investments and Rising Interest Rates

Bond prices typically fall as interest rates rise; this may be a good time to examine your fixed-income investments.

Homeownership Can Pay Off at Tax Time

Tax incentives available to homeowners, like deducting mortgage interest, can make homeownership attractive to some.

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