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..
The average life expectancy in America is currently 78.74 years, and it keeps going up. Everywhere I go I seem to find octogenarians, nonagenarians, and centenarians living life to the fullest. It makes me feel very optimistic about myself and friends and family, but there is always the nagging thought… Continue Reading..
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..
I often spend my time wishing that my grand-babies could stay babies for as long as possible, but I recently discovered a book that makes me wish they were already reading. The Giving Book by Ellen Sabin is an introduction to philanthropy geared towards children between five and ten years… Continue Reading..
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..
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..
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..
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..
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..
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..