Personal Finance Resources

Good Accountants in Brooklyn, New York

One of the top requests for referrals we get is for good accountants.  Here are a few our clients have been pleased with.  Tell them Brooklyn Plans sent you!

Tammy Wills

Small Biz & Individual Tax Prep

Brooklyn Cooperative Federal Credit Union
834 Dekalb Avenue, Brooklyn, NY 11221
718.418.8232 x2110| F 718.488.7282 | www.brooklyn.coop

facebook.com/brooklyncoopfcu

Office Hours: Tuesday through Saturday

 

Daniel Magence

Pristine CPA Solutions LLC

 (201) 326-6908

info@pristinecpa.com

Brass Taxes

https://brasstaxes.com/

Good finance books

At Brooklyn Plans, we're not big on finance books because we have our own philosophy based on our wealth of experience working with today's women in Brooklyn, New York.  BUT here's a few resources we like:

The Life-Changing Magic of Tidying Up by Marie Kondo is great for examining your relationship to stuff and the money you spend on it!

The Little Book of Common Sense Investing by Jack Bogle, a pioneer of passive investing and founder of Vanguard Group.  Brooklyn Plans' own investment philosophy grew from this foundation

Good Estate Planning Attorneys for residents of Brooklyn, New York

Time to get a will or more comprehensive estate plan in place?  Try these resources.

Protect Your Treasure - a subsidized estate planning program offered by a local non-profit for affordable estate planning.

Laura E Cowan PLLC - http://lauraecowanlaw.com/

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