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
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
New Retirement Contribution Limits for 2026
A look at the new retirement contribution limits from the IRS.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
Preserve, Grow, and Give: Year-End Wealth Planning
Help preserve, grow, and pass on your wealth and legacy to future generations through smart year-end planning strategies.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Healthcare Costs That Catch Retirees Off Guard
An article on three healthcare costs that often catch retirees off guard.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
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Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
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.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
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.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.