Keeping Your Social Security Number Secure

Being vigilant about your privacy is a necessity in today’s world, and nothing is more important to protect than your Social Security number. Unfortunately, many businesses - and the federal government - are not as careful with citizens’ numbers as they should be. While colleges and universities have ceased using… Continue Reading..

Looking Out For The Elderly

I look out for their welfare. Unfortunately, the world is full of shady characters trying to make a quick buck off seniors, legally or illegally. That is why I had to have an “intervention” with a potential client I spoke to last week. She called me and indicated she was interested… Continue Reading..

Tax Return Identity Theft

Recently I was talking to an accountant friend of mine and he was telling me about one of his clients who had fallen victim to a serious scam. It all started when this person received a notice from the IRS telling him that he was due a refund from his… Continue Reading..

College Credit Card Debt

Like everything, there is a time and place for using credit cards. They allow students to build up their credit scores, as long as they can steer clear of potential risks. Anyone should be leery of anything offered as free, to pay later. Especially impulsive college students who need school… Continue Reading..

Identity Theft on Campus

20% of identity thefts are friendly fraud. Fraud done by people you know. College students are especially at risk because of the social nature of living in dorms. It’s not uncommon for students to let someone else borrow a laptop - and they rarely, if ever, create a second user… Continue Reading..
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..