It’s that time of year! It's time to set your personal and business goals for the upcoming year! I’ve been blessed to have my BoldHeart tribe help me figure out how to accomplish mine, most recently at our quarterly meeting. Whenever we meet, we start by sharing the successes we’ve… Continue Reading..
At the end of the year, people like to show their appreciation to the people who help them throughout the year. I've been receiving a lot of requests for last year's holiday tipping guide, but I was worried it might be out of date. However, according to someone who sounded… Continue Reading..
Living a life full of gratitude is a year-round practice that culminates every year on the fourth Thursday of November. I love how Thanksgiving brings gratitude to the forefront of people’s thoughts. I also love how vanilla ice cream collides with warm apple pie on my tastebuds. And I… Continue Reading..
The holidays are a magical time of year, but I think too many people are making them last too long — no, I’m not talking about the people who leave their lights or trees up past Valentine’s Day. I’m talking about overspending in December and paying it off until June.… Continue Reading..
This year after Thanksgiving dinner, my friends and I were enjoying our coffee when the topic predictably turned to Black Friday. They were planning on getting up at five o'clock in the morning in order to get a $20 discount along with a few other bargains! I considered standing in… Continue Reading..
With Passover having come and gone, I find myself in a sea of memories—yet at the same time I am so excited about the future. But it all came together with the food. Shopping for holiday dinners has always felt like I’m feeding my soul. Maybe it’s just the thought… Continue Reading..
It’s a great time of year to show appreciation for the people you are thankful to have in your life. There are a variety of ways to show your gratitude, from handmade gifts to cash--but also remember that words of gratitude can go a long way. But what exactly should… Continue Reading..
Charitable giving occupies an important place on your moral compass. You want to give to the dozens of great organizations vying for your donation, but you know it’s impossible. Here are a few things to remember when navigating the sea of end-of-year solicitations that deluge your mailbox: Check to make… Continue Reading..
Many people make charitable contributions at the end of the year for tax purposes, and many simply want to do good. Which of these people are you encouraging your children to become? The incentive-based, quid pro quo motivations for charity are ideally suited for younger children. When all they can… Continue Reading..
End of year preparations are in full swing at Judith Heft & Associates, and today I’d like to share some of the best practices we have developed over the past 18 years. We start with three folders for each client: Anything that’s going to be on a client’s income tax… Continue Reading..