Are you not-so-patiently, awaiting spring’s arrival like me? Hopefully the warmer weather will arrive soon. In the meantime, we’ve been growing! Our business has grown with the addition of a few new clients (welcome!). We survived a busy tax season, which has now ended. Currently our days are spent working… Continue Reading..
Taking care of your money is an act of self love. Love and care for your money and it will love and care for you right back. Today is Valentine’s Day and I think it's a good day to think about love — whether it's romantic, platonic, or familial. I… Continue Reading..
Everybody dies; it’s as inevitable as taxes. Instead of fearing it, look at it as an opportunity to get your financial house in order. Pre-planning and pre-funding your funeral, and final resting place allow you to shield your family from exorbitant funeral-related bills. Creating a will is an easy step… Continue Reading..
On October 20, I along with 19 other women were honored by the Women’s Business Development Council of Connecticut. Some of us were there to celebrate our staying power (over 20 years in business for me!) — and others were there for being revolutionaries in the short time they’ve been… Continue Reading..
The dust has settled and Judith Heft & Associates is open for business at our new location. I have to admit, I wasn’t sure if I would make it; I found the new office in June and had originally intended to move in by July 1, which came and went.… Continue Reading..
In my book, How To Be Smart, Successful, And Organized With Your Money, I devote an entire chapter to credit. I spent so much time on it because credit is such an important part of our lives; everything from getting a mortgage (or even getting approved for a lease), to… Continue Reading..
Each new day, as the sun begins its journey from Chesapeake Bay to the Golden Gate, stories are taking shape across our great country. The challenges we face are at once unique and universal: Protecting the people we love by providing stability and a sound legacy. In my book, How To Be… Continue Reading..
On October 1st, the State of Connecticut put in force a new law governing powers of attorney (POAs) called the Connecticut Uniform Power of Attorney Act. The Act attempts to clarify certain things that were unclear under the prior law, but any powers of attorney made prior to its passage… Continue Reading..
Tax Fraud Alert: Recently reports have begun to trickle in about taxpayers receiving IRS Letter 5071C. Letter 5071C is a standard letter issued by the IRS when it needs taxpayers to confirm personal information. If you receive Letter 5071C, there will be contact information for the agency’s new Identity Verification… Continue Reading..
A year ago next week, people from New Jersey to Boston became familiar with a name they are unlikely to forget: Sandy. The effects of Sandy have been widely documented by the news and other bloggers. So, as I send you these cautionary tales from my blog last month -… Continue Reading..