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Achieving Financial Goals
We are Kozak & Associates, a private asset management firm headquartered in Highlands Ranch, CO, with clients from coast to coast. We place 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, strategies and recommendations. We are committed to educating our clients so they may be active participants in defining, measuring and achieving their goals.Contact Us
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Important items to consider when purchasing condo insurance.
Apps that help small business owners better manage and grow their business.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
If you find it hard to attain personal life goals, there’s an app for that!
When you’re married and have children, insurance needs will be different.
Here are five facts about Social Security that are important to keep in mind.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to better see the potential impact of compound interest on an asset.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Do you have causes that you want to support with donations? Here are three tips.
Are you ready for retirement? Here are five words you should consider.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.