Why Do People Fall for Scams? By Judy Heft

Why Do People Fall for Scams?

Why do people fall for scams? Scams are as old as the human condition. Research has suggested that might be due to a biological explanation, but psychologists have been studying people’s responses to scams and potential scams — and the results offer insights that may help prevent people from falling… Continue Reading..
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..
Elder Abuse: Brenda’s Story By Judy Heft

Elder Abuse: Brenda’s Story

Last week, we didn't have enough money in our client's account to pay her assisted living bill, so we sent a report of expenses to her son, who is also her power of attorney. We noticed that there was a check for $10,000 payable to the granddaughter (“Becca”) of my… Continue Reading..
Pull Yourself Out of the Work Zone and into Your CPA’s Office By Judy Heft

Pull Yourself Out of the Work Zone and into Your CPA’s Office

Despite the warm temperatures, if you look closely, you'll see that some of the leaves are beginning to change colors and some are even falling. Soon, the air will catch up and cool down. With Labor Day over and the school busses on the streets, I'm thinking about fall and… 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..
Must-Haves For Your Trip Abroad By Judy Heft

Must-Haves for Your Trip Abroad

Traveling abroad enriches your senses, opens your mind, and is generally good for your personal development. It can also be a source of stress if you’re not careful. So how can you be careful? Below I’ve compiled a list of things that will make you more secure, and hopefully less… Continue Reading..