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
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Safeguarding Purchasing Power Across Generations
Help protect what your wealth can do now and across generations.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
How Insurance Supports Your Financial Goals
Discover how insurance can protect your income, family, and future while supporting long-term strategic financial planning.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
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Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
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.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.