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You Can Have Your Debit Card—And Authorized Users, Too! By Judy Heft

You Can Have Your Debit Card—And Authorized Users, Too!

Recently I was interrupted during a fabulous vacation by a call from the bank. Thankfully they weren’t calling about the card I was intending to use for the check, but they did have some concerns about something else that is dear to my heart: one of my clients. The bank… Continue Reading..
Today (and Everyday) Is a Great Day to Update Your Will By Judy Heft

Today (and Everyday) Is a Great Day to Update Your Will

People talk about how time goes by so quickly—and seems to accelerate as we age—yet a startling number of people still do not have wills, or if they do have one, it’s not updated. People have a habit of tucking them away and forgetting about them...and the next thing they… Continue Reading..
Happy Passover From Judith Heft & Associates

Happy Passover From Judith Heft & Associates

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..
5 Must-Read Books This Spring By Judy Heft

5 Must-Read Books This Spring

Success is something you attract by the person you become. - Jim Rohn I've been turning over a new leaf recently, reading more and watching less television. This week I would like to share some of the page-turners that have been keeping me occupied. Miracle Morning by Hal Elrod This… 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..
IRS Lays Down The Law With Its Dirty Dozen Tax Scams

IRS Lays Down The Law With Its Dirty Dozen Tax Scams

The following alert is republished from an IRS webpage that can be found here. Taxpayers need to watch out for identity theft especially around tax time. The IRS continues to aggressively pursue the criminals that file fraudulent returns using someone else’s Social Security number. Though the agency is making progress… Continue Reading..
A Cautionary Tale About Retirement By Judy Heft

A Cautionary Tale About Retirement

In addition to my business as a Financial Concierge, I volunteer at SilverSource (formerly Senior Services of Stamford). SilverSource is a senior provider network that has been operating for over 100 years, financially assisting older Americans who are in emergency situations. Typical things they may pay for include: Heating or… Continue Reading..
Book Excerpt: Gimme Some Credit! By Judy Heft

Book Excerpt: Gimme Some Credit!

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..
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..
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..