Taxes: Are You Like This? By Judy Heft

Taxes: Are You Like This?

You’ve likely already signed, sealed, and delivered your tax returns to the post office — and if you haven’t, you’d better look at the calendar! Now is the time to start thinking about how to make next year’s tax season easier on you. For me, tax time always brings about… Continue Reading..
5 Easy Ways to Get More Organized By Judy Heft

5 Easy Ways to Get More Organized

Being organized comes with so many benefits, it should really be right up there with meditating and working out on the self-care pyramid. Besides enabling you to do more by freeing up more time, it leaves you feeling better about your job and your life because last-minute surprises aren’t so… Continue Reading..
What is considered a good credit score?

What is considered a good credit score?

When thinking about credit, it’s important to know the range of scores that the three major reporting agencies give out, and where you fit in. 850: This is the top credit score. Very few people are 850s. 700 or greater: Anything in this range is considered excellent credit. 658 to… Continue Reading..
Tax Time Checklist by Judith Heft

Tax Time Checklist

New Tax Alert: In an effort to combat the growing problem of tax fraud, the IRS has updated its rules for payroll tax filing. Instead of February 28,  W2s and 1099s needed to be filed by January 31, 2017. If you have not already done so, drop everything and see… Continue Reading..

How To Be Smart, Successful, & Organized With Your Money

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..

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..
3 Implications of the Connecticut Uniform Power of Attorney Act By Judith Heft

3 Implications of the Connecticut Uniform Power of Attorney Act

On October 1st, the State of Connecticut put in force a new law governing powers of attorney (POAs) called the  Connecticut Uniform Power of Attorney Act. The Act attempts to clarify certain things that were unclear under the prior law, but any powers of attorney made prior to its passage… Continue Reading..

A Teachable Moment: “Rock Bottom”

Hitting “rock bottom” is a relative term; it really depends on how far you allow yourself to fall. Sometimes it can be devastating to you or your loved ones, while other times rock bottom provides a firm foundation for something better. For instance, Manhattan has a rock bottom, but only… Continue Reading..

Helping Clients of Every Age

Many people assume that I work exclusively with elderly clients, and I get it: I am a former board member at Silver Source of Stamford, I have many clients who are seniors, and I love working with them. The truth is that only 30% of our client base can be… Continue Reading..

Financial Literacy 101

The holidays are over and you find yourself in the quagmire that is your job. As you eye the clock for the 80th time you sense a troubling thought bubbling to the surface. Now it’s “tax season.” The good news is that “tax time” is also an excellent time to… Continue Reading..