Kopchick & Company, P.C.
Tax and Accounting
KCO Financial
Wealth Management
Welcome to Kopchick & Company, P.C.
We are a firm providing guidance to individuals and businesses with services varying from tax management and accounting, to business consulting services and individual financial planning. Kopchick & Company, P.C. and KCO Financial Services are dedicated to our clients and assisting them in meeting their goals with high standards of excellence and professionalism.
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Helpful Content
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Healthcare Costs in Retirement
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
To choose a plan, it’s important to ask yourself four key questions.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
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Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?