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..
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..
“Just write a check.” That legendary Heft family quote did not come from either of my parents, but from my 8-year-old sister. Somehow, she had mastered the concept of floating a check early on, like a true prodigy. I retold this story while I was training to become a Certified… Continue Reading..
Of all the questions that baffle humanity, none is quite as mysterious and pressing as: Is it better to buy or lease a car? There are so many variables to consider, from your credit rating to where you live. Below I’ve listed some of them for you to consider. Leasing… Continue Reading..
I am lucky to have a top-notch, high-end business while still being able to take time off for things that are important to me. Prioritizing is often challenging for people (myself included), which is why I was thrilled to find an analogy that motivational speaker Stephen Covey often uses: If… Continue Reading..
"No one person can be good at everything. It takes a real team to grow a business." Recently my search for a new employee at Judith Heft & Associates got me thinking about delegating. The topic had come up before at a coaching group, where we talked about creating turn-key… Continue Reading..
Today I want to talk about networking. For years I was slightly envious that a lot of people, mostly men, play golf for networking and are able to write it off for tax purposes. I don't know how to play golf! I was talking about this with a friend when… Continue Reading..
I’m not a CPA, and when it comes to all the rules and regulations surrounding individual retirement accounts (IRAs), I know I’ve made the right career choice. Most people know that there are two types of IRAs called Traditional and Roth, but not much else. The emergence of micro-investing apps… Continue Reading..
Memorial Day weekend was a busy one for me, with calls from banks and clients investigating and asking about potential fraud. First I got a call from someone at Citibank asking about some checks that were presented for large sums on a client’s account. They wanted to know if they… Continue Reading..
Recently a friend asked me to “Venmo” her the money I owed her for theatre tickets. At first I thought it was some new slang that the Twittersphere came up with ;) — but my friend told me all about how it was a convenient way to transfer money between… Continue Reading..