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
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Six Surprising Facts About Retirement Confidence
This attention-grabbing infographic covers retirement topics you may not have considered.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
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Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
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 Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
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Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?