The Consequences of Going AWOL By Judy Heft

The Consequences of Going AWOL

I have a friend whose relationship with organization is strained at best. Recently, he made a pretty harmless error that carried outsized, dire consequences — a mistake that Judith Heft & Associates could have prevented if he had hired us. As Eric was preparing to spend the summer in upstate… Continue Reading..
Organization by Judy Heft

Book Excerpt: Organization

In my Book, How To Be Smart, Successful, And Organized With Your Money, I spend a chapter on organization. The first part of the chapter deals with steps to take: Throw Out Your Junk Mail: You need to be merciless when freeing yourself from this unsolicited nuisance. That’s why I… Continue Reading..
What Is a Financial Concierge? By Judy Heft

What Is a Financial Concierge?

Being a bookkeeper is easy: add this, subtract that, and divide by twelve for the monthly number. It’s like working the front desk at a hotel. But what if you arrive at the hotel with bags under your eyes and a pounding headache (like the total hot mess that you… Continue Reading..
Goodbye, Horrible Winters: How to Move to a New State the Right Way

Goodbye, Horrible Winters: How to Move to a New State the Right Way

Recently I spent some time in Fort Lauderdale, on Florida’s southeastern coast. It was November, and the temperature did not drop below 50 degrees at night and the days were in the 70s and low 80s. Everything was big, new, and the people on the beach were shiny. It was… Continue Reading..

Rig the System in Your Favor

One of the most often overlooked aspects of running a business is to create a system—as I mentioned in my book: you need a system, I need a system, EVERYBODY NEEDS A SYSTEM! And I’m not talking about your circulatory system, or your nervous system—indeed, the system I am talking… Continue Reading..

Reduce Your “Calgon Take Me Away” Moments By Being Organized

I always cringe when a TV show or a movie has a plot twist where one of the characters is wandering alone somewhere, just a few feet away from help, but she never realizes it and ends up having some sort of a bad thing happen to her. I feel… Continue Reading..

Applying for a Mortgage? Don’t Forget Your Paperwork!

Guest Author Lyle J. Katz It is important to be prepared when applying for a mortgage. Ensuring that all of the required documents are ready and available will ease the application process. When being approved for a home mortgage loan, 3 main components are taken into account: The applicant’s credit… Continue Reading..

Spending Plans

The word “budget” is perhaps the only four-letter word that has six letters. That is why I don’t do budgets with my clients. We figure out spending plans instead. And each spending plan I help to draw up is as unique as the person it is tailored to. However, no… Continue Reading..