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 Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
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What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
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Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Emerging Market Opportunities
What are your options for investing in emerging markets?
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.