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
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
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Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
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Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Saving for College 101
Here's a crash course on saving for college.