Judith Heft | What's in a Name?

What’s in a Name?

I recently read an article in the New York Times about the balance between work and family. Specifically, how some women choose to keep their maiden names because they have built a career using it -- and how many of those same women change to their married name in order… Continue Reading..

Elder Financial Abuse: Lightning strikes twice

Last week I found myself, once again, wading through page after page of insurance policies in an effort to understand where a peculiar debit came from in a client’s bank account. An older gentleman, this client already had a history of being scammed. In fact, he only became my client after having… Continue Reading..

You’ve got the whole year ahead of you – Why not start by reviewing your insurance policies?

As the sun begins to set on National Get Organized Month, I hope I’ve left you with some good ideas about how to get your finances, and your life, in order. But my work is not yet done. In this post, I encourage you to take a minute to think… Continue Reading..

National Get Organized Month: It’s not too late!

The year is two weeks old and already resolutions to stay organized are wilting to the forces of human nature, like so many uneaten rice cakes and carrot sticks have before. In the spirit of National Get Organized Month, I’ve come up with a few “best practices” that will take you beyond… Continue Reading..

Case Study: Elder Financial Abuse

Starting in March, Social Security will require that all beneficiaries receive their payments electronically. As I was explaining this major change to some apprehensive seniors, I was reminded of how intimidating financial matters can be for them, and how vulnerable some of them are to scams. Elder financial abuse has… Continue Reading..

January is National Get Organized Month

If your goal this year is to become more organized, experts agree: it’s best to take baby steps. Moving slowly into your new way of doing things will increase your chances of success. Setting overly ambitious goals and then failing to live up to them leads to a self-defeating mindset… Continue Reading..

The Duty of a Financial Concierge

My role as a financial concierge is more than just paying bills and balancing checkbooks. I look out for my clients’ best interests in a broad sense, going above and beyond to advocate on their behalf. Paying attention to detail It happens: bills go unpaid. People may neglect their bills… Continue Reading..

End of Year Preparations

As 2012 draws to a close, now is the time time to begin preparations for all of your End-of-Year reporting and tax requirements. Meeting with your accountant is the most important financial thing you can do to get ready for the end of the year, and it’s not too late. Your… Continue Reading..

Taxes and Domestic Employees

Recently, the Internal Revenue Service has turned its attention to the problem of unreported income among caregivers, nannies and housekeepers who work in the home. This is something that is becoming more and more of an issue now that people are living longer lives and are in need of more care. Caregivers… Continue Reading..