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
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
How to Talk with Family About Retirement and Financial Plans
Learn how to talk with family about retirement and finances in ways that build clarity, alignment, and understanding.
6 Smart Money Habits for Building Long-Term Wealth
Discover practical habits to help you save more, spend wisely, and build lasting wealth for the future.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
Passing Down Financial Values as a Part of Your Legacy
Share money lessons in retirement, update estate plans, and pass down a clear legacy mindset to kids and grandkids.
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Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
College Savings
See how much you may need to save now to cover future college costs for your child.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.