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
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Buying a Home
A look at what you need to think about when buying a home.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
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Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
College Savings
See how much you may need to save now to cover future college costs for your child.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.