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Retirement Planning Tax Planning Client Centered Approach Team Approach
 

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

Making a Charitable Contribution

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

How Often Should You Update Your Estate Strategy?

How Often Should You Update Your Estate Strategy?

Review your legacy approach regularly, particularly following significant life events or legislative updates.

 

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Buying a Home

A look at what you need to think about when buying a home.

Prescription Drug Benefits Under Medicare (Part D)

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

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How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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