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Retirement Planning Tax Planning Client Centered Approach Team Approach
 

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

How to Talk with Family About Retirement and Financial Plans

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.

The A, B, C, & D of Medicare

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

16 Wall Street Cliches in 60 Seconds

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

 

The History of Currency

Currency has been around for a long time. Here's a quick history lesson.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

What Will You Do With Your Bonus or Windfall?

This article examines one's options when receiving a work bonus or other financial windfalls.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

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Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

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.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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