Getting Down to Tidying Up By Judy Heft

Getting Down to Tidying Up

“Are you really going to use it, mom?” “I don’t know, I don’t want to throw it out,” I said “If I’m just going to throw it out after you’re gone you might as well throw it out now.” That’s the gist of a conversation I had with one of… Continue Reading..
529 Plans 101 By Judy Heft

529 Plans 101

Right about now young couples across the region are trying to figure out what to do with all the gift money their kids received. Many simply stick it into bonds and savings accounts, but there is a tax-advantaged way to hold on to more of that money — if you… Continue Reading..
Young, but not Invincible By Judy Heft

Young, but not Invincible

It’s not uncommon for young people to think that they don’t need an estate plan because they don’t have that much to divide up. Regardless, it’s still a good thing to make sure your will is in order. One common thing I hear is Why bother? All of my assets… Continue Reading..
Sprint into 2019 By Judy Heft

Sprint into 2019

It’s that time of year! It's time to set your personal and business goals for the upcoming year! I’ve been blessed to have my BoldHeart tribe help me figure out how to accomplish mine, most recently at our quarterly meeting. Whenever we meet, we start by sharing the successes we’ve… Continue Reading..
Downsizing: A Necessary Good By Judy Heft

Downsizing: A Necessary Good

Most people have had to downsize one way or another — whether it’s because of divorce, retirement, or moving into a shoe box in Manhattan. It seems like an impossible task at times, but what I have learned is that anxiety can be vanquished! (That is, with a little help… 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..

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..
A Day in the Life 2018 By Judy Heft

A Day in the Life 2018

"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..
First Quarter Update and Outlook By Judy Heft

We’re Expanding and Hiring

Are you not-so-patiently awaiting spring’s arrival like me? Hopefully the warmer weather will arrive soon. In the meantime, we’ve been growing! Our business has grown with the addition of a few new clients (welcome!). We survived a busy tax season, which has now ended. Currently our days are spent working… Continue Reading..
Money Is More than Dollars and Cents By Judy Heft

Money Is More than Dollars and Cents

I've been unofficially coaching people about money for over 22 years, but only recently have I formally studied it at the Money Coaching Institute. I've witnessed bankruptcy, people outliving their money, divorce, frivolous spending, children with a sense of entitlement, women who are in the dark about their household finances...and… Continue Reading..