What’s my secret? Good employees! By Judy Heft

What’s my secret? Good employees!

Fresh from a vacation in the deep South, I’m feeling grateful for my ability to travel — which is made possible by my all-star team. As I was taking a horse-and-buggy ride around Charleston, South Carolina, Sharon Wilson took the driver’s seat at Judith Heft & Associates. Again, I am… Continue Reading..
Forensic Bookkeeping in Divorce By Judy Heft

Forensic Bookkeeping in Divorce

Last week I talked about a special project we’ve been working on to help settle an estate. This week I have another special project to talk about, centered around divorce. I recently received a referral from a financial advisor colleague. It involved a very high-profile divorce featuring an ex-wife (Diane)… Continue Reading..

Need Help Settling an Estate?

I’m so proud of the work Judith Heft & Associates has done helping seniors manage their money and avoid scams. Every now and then, though, we are contacted by potential clients and their trusted advisers with extraordinary projects that really make us flex our brain muscles and think outside the… Continue Reading..
Getting Brenda’s Money Back By Judy Heft

Getting Brenda’s Money Back

Last week I told Brenda’s story: A grandmother whose granddaughter had stolen money from her. We were able to file a police report and get the money back, but during the process I found a website with such valuable information about the rights of victims of fraud — but it… Continue Reading..

5 Ways to Plug the Slow Leaks in Your Finances

In my last article I talked about a service that takes your spare change and invests it for you. Today I’ll be talking about the opposite — things that steal your spare change. The biggest one is not canceling your unused subscriptions. They are like death-by-a-thousand-papercuts for your bank account.… Continue Reading..
Investing For All Has Arrived! By Judy Heft

Investing For All Has Arrived!

Banking and investing have really changed since when I was first starting out. Investing, in particular, seemed out of reach. As a young woman (and now as an entrepreneur), I never had a benefits package of any kind — much less access to an employer-matching 401k or IRA. A new… Continue Reading..
How To Teach Our Children About Money By Judy Heft

How To Teach Our Children About Money

“Just write a check.” That legendary Heft family quote did not come from either of my parents, but from my 8-year-old sister. Somehow, she had mastered the concept of floating a check early on, like a true prodigy. I retold this story while I was training to become a Certified… Continue Reading..
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..