First Quarter Update and Outlook By Judy Heft

First Quarter Update and Outlook

Are you not-so-patiently, awaiting spring’s arrival like me? Hopefully the warmer weather will arrive soon. In the meantime, we’ve been growing! Our business has grown with the addition of a few new clients (welcome!). We survived a busy tax season, which has now ended. Currently our days are spent working… Continue Reading..
Billie Jean King at The Fund for Women and Girls By Judy Heft

Billie Jean King at The Fund for Women and Girls

Last week I had the great honor of attending a lunch time talk at The Fund for Women and Girls by none other than Billie Jean King. The Fund is dedicated to improving the health and economic security of women and girls. I was among about 800 people there, mostly… 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..
Let’s Go See a Show! By Judy Heft

Let’s Go See a Show!

"Hi, Nana! Did you bring a gift for me and my brother?” That was one of the first things my granddaughter asked me when I picked her up recently. We were going to see The Three Little Pigs as part of my plan to shower her with experiences instead of… Continue Reading..
Tax Day is a Lie: Get Your Taxes in by the 15th By Judy Heft

Get Your Taxes in by the 15th

Tax day is Tuesday, April 17, 2018 — but get your taxes in by April 15!  I know some people have yet to crack open their books. I can hear them now: Oh , tax day isn’t until the 17th, that means I get 17 more days before I have… Continue Reading..
Money Is More than Dollars and Cents By Judy Heft

Money Is More than Dollars and Cents

I've been unofficially coaching people about money for over 22 years, but only recently have I formally studied it at the Money Coaching Institute. I've witnessed bankruptcy, people outliving their money, divorce, frivolous spending, children with a sense of entitlement, women who are in the dark about their household finances...and… 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..
Make Love a Sleeper Hit this Year By Judy Heft

Make Love a Sleeper Hit this Year

Taking care of your money is an act of self love. Love and care for your money and it will love and care for you right back. Today is Valentine’s Day and I think it's a good day to think about love — whether it's romantic, platonic, or familial. I… Continue Reading..
Don’t Fear the Reaper By Judy Heft

Don’t Fear the Reaper

Everybody dies; it’s as inevitable as taxes. Instead of fearing it, look at it as an opportunity to get your financial house in order. Pre-planning and pre-funding your funeral, and final resting place allow you to shield your family from exorbitant funeral-related bills. Creating a will is an easy step… Continue Reading..
Re-Imagining Groundhog Day By Judy Heft

Re-Imagining Groundhog Day

It’s 2018 and I am going out on a limb to say Groundhog Day the motion picture has eclipsed Groundhog Day the holiday in cultural significance. The movie, starring Bill Murray and Andie MacDowell, depicts a meteorologist stuck in an endless 24-hour loop that begins with an alarm clock blaring… Continue Reading..