The Women’s Business Development Council of Stamford Rolls Out the Red Carpet By Judy Heft

The Women’s Business Development Council of Connecticut Rolls Out the Red Carpet

On October 20, I along with 19 other women were honored by the Women’s Business Development Council of Connecticut. Some of us were there to celebrate our staying power (over 20 years in business for me!)  — and others were there for being revolutionaries in the short time they’ve been… 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..

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..

My Definition of “Fiduciary”

A fiduciary is someone who has a financial responsibility to their clients and keeps their best interests at heart when making financial decisions.  A fiduciary will never try to sell you a product. I am a fiduciary because my job requires a legal, ethical, and moral standard when working with… Continue Reading..

A Day in the Life of a Financial Concierge

September may be the month of three-day weekends, but a Financial Concierge never rests! Who am I kidding? I am having a great September so far! After taking the month of August off from blogging, I am back with more stories to tell - like this diverse set of challenges… Continue Reading..

Assembling Your Financial Team

Most people wouldn’t dare attempt fixing plumbing problems without the help of a plumber. It is simply too important to not do correctly. The same is true when it comes to categorizing your expenses, preparing your will or filing your taxes. The good news is that there are professionals available… Continue Reading..

No Benefit of the Doubt in Credit Reporting

Of those, 1 out of every 5 have mistakes that adversely affect their credit scores. Considering how important credit is for people to build their business and their lives, credit reporting agencies have an obligation to fix these errors. But they don’t. So what are some of their most common… Continue Reading..