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
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when beginning to prepare for education expenses.
Smart Retirement Habits for Retirement Success and Security
Build financial confidence and a fulfilling, secure retirement with habits that help protect your wealth and lifestyle.
Adapting Your Money Habits for a Confident Retirement
Learn five simple strategies that can help you adjust your financial habits for a more confident, fulfilling retirement.
How Insurance Supports Your Financial Goals
Discover how insurance can protect your income, family, and future while supporting long-term strategic financial planning.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
College Savings
See how much you may need to save now to cover future college costs for your child.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Saving for College 101
Here's a crash course on saving for college.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!