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 Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
6 Financial Habits for a Secure and Successful Retirement
Learn six practical financial habits to manage income, healthcare, and legacy for a secure and fulfilling retirement.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
6 Habits to Help Preserve and Encourage Generational Wealth
Six essential financial habits to protect wealth and create a legacy that lasts for generations.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
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Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
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.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Surprises
Making the most of surprises is a great reason to work with us.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.