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
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement 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
Learn about all the parts of Medicare with this informative and enjoyable article.
6 Ways to Stay Ahead of Rising Retirement Costs
From investment to estate planning, these 6 strategies help retirees manage inflation risks and maintain financial stability.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Glossary of Scam Terms
A helpful glossary of current scams.
Have You Planned Your Succession Yet?
If you’re like most financial professionals, you’ve probably thought about succession planning, but have you built a plan?
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
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IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
College Savings
See how much you may need to save now to cover future college costs for your child.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
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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?