Our culture doesn’t have a good track record on nurturing financial literacy for most people; yet we’re more and more responsible for our own financial health, with the demise of traditional pension plans, requirements that we carry health insurance, higher college costs with less financial aid and generally a more challenging road to make ends meet.
Too often, the only time people assess their financial health is when they sit down with someone to do their taxes. And although I’m not a financial planner, I often ask my clients about why their retirement contributions are so low, if they have any savings, are they funding a 529 plan for their kids or themselves, discuss whether it is better from a tax perspective to pay down their student loans or mortgage first, or other similar issues.
I think it’s very important for people to be actively invested in their financial health. The more someone is educated about their money, the less of a mystery it is, the less likely it is they will get into trouble and the more options they’ll have. And it can be fun. Making a budget is eye-opening, saving is addictive, and understanding how your tax obligations fit into the big picture is another important piece of the pie.
At Victoria C. Brush, our primary services are tax preparation and bookkeeping. But our individual and business clients find that we go beyond the norm, to arm you with knowledge, educate and empower you to take control of your financial future.
If you want to take charge of your financial health, please take some time to look around the site, to learn more about me and my staff, our services and what we can do for you. And of course, if you’d like to schedule a tax appointment or consultation, give us a call at 718-638-3338 or click here to contact us via email.
Victoria C. Brush, EA*
*Park Slope based Victoria Brush is an Enrolled Agent licensed to practice before the Internal Revenue Service