I’m so proud of the work Judith Heft & Associates has done helping seniors manage their money and avoid scams. Every now and then, though, we are contacted by potential clients and their trusted advisers with extraordinary projects that really make us flex our brain muscles and think outside the… Continue Reading..
Banking and investing have really changed since when I was first starting out. Investing, in particular, seemed out of reach. As a young woman (and now as an entrepreneur), I never had a benefits package of any kind — much less access to an employer-matching 401k or IRA. A new… Continue Reading..
I recently got back from my first trip to Paris and j’adore. It’s a very walkable city, and for long distances the Metro is clean and easy to use. I experienced some culture shock, but it was a good thing. Here are some of my recommendations should you ever find… Continue Reading..
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..