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..
My favorite part of being a Financial Concierge is forming lasting relationships with my clients. Part of the skill set for helping people over so many years is being able to adapt to their changing needs. Recently I had the opportunity to help someone apply for Medicaid. When I first… Continue Reading..
Everybody is talking about Equifax, Equifax, Equifax. In this article I am going to give some recommendations about what you can do on your own until you figure out if you can trust Equifax — or any reporting agency. In case you haven't heard, between mid-May and July millions of… Continue Reading..
The dust has settled and Judith Heft & Associates is open for business at our new location. I have to admit, I wasn’t sure if I would make it; I found the new office in June and had originally intended to move in by July 1, which came and went.… Continue Reading..
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..
Now that I am a Certified Money Coach®, I can put my gift for gab to good use by helping people figure out their relationship with money. I’ve documented my journey becoming a Certified Money Coach® (CMC®), including the concept of money types and looking back to childhood to explain… 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..