Understanding the Equifax Breach By Judy Heft

Understanding the Equifax Breach

Everybody is talking about Equifax, Equifax, Equifax. In this article I am going to give some recommendations about what you can do on your own until you figure out if you can trust Equifax — or any reporting agency. In case you haven't heard, between mid-May and July millions of… Continue Reading..
It Never Ends: Three More Tax Scams To Avoid By Judy Heft

It Never Ends: Three More Tax Scams To Avoid

I try to be as comprehensive as possible with my posts, but the fact of the matter is that I often find out more on a topic after I’ve written about it. Tax fraud, in particular, is a vast and sprawling criminal industry in which innovators are constantly perfecting their… Continue Reading..
Your Security Is Just Two Steps Away By Judith Heft

Your Security Is Just Two Steps Away

In a cloak-and-dagger caper reaching from Eastern Europe to the Virginia suburbs of Washington, DC, the nation and the world witnessed the most highly publicized case of phishing ever to come to light. It was during last year’s presidential campaign when 10 years of emails from Hillary Clinton’s campaign chairman,… Continue Reading..

Protect Yourself Against Tax Fraud This Year

My journey to becoming a Financial Concierge and Certified Money Coach started when I learned how to balance a checkbook at my parents’ clothing store. But there is another side to my profession, and that is helping people. Twenty years ago, our greatest challenge during Tax Time was to gather… Continue Reading..

The Difference Between Wells Fargo and Judith Heft & Associates

Wells Fargo really stepped in it recently—or rather, over the last few years. It has been confirmed that it fraudulently opened two million fake accounts that were all tied in with real, established accounts, all without the knowledge of the real account holders. In congressional testimony and leaks to the… Continue Reading..

Landlords and Tenants Beware: Someone May Be Reading Your Emails

In the beginning of August, one of my clients began renting a property to a new tenant. We set up a system where the rent would be deposited into a certain account at XYZ Bank, and my client proceeded to go back to her home in Europe. Not long after… Continue Reading..

American Hustle: Case Studies

Retirees are always prime candidates for financial scams. Scams come from phone calls, emails, faxes, and sometimes they show up on your doorstep. In this post I examine three different scams that happened to good people in real life. The Door-to-Door Salesperson An elderly client received a knock at the… Continue Reading..

This Identity Thief Will Pay Your Bills For You! (Part 2)

In my last blog l told the story of a couple I work with who had been the victims of credit card fraud. The investigation as to who perpetrated this crime is ongoing, but isn’t too early to learn some lessons about how to prevent it from happening to you.… Continue Reading..