New Life, New Goals…New Team!
Today my focus is on people going through troubled marriages or who are already somewhere in the divorce process. Judith Heft & Associates is 100% owned and operated by women. Plus, we’ve all been divorced. Our experiences were different, and we’re...
21st Century Tipping
At a time of year when everyone is focused on end-of-year tipping, it occurred to me that day-to-day tipping has changed a lot in recent years. I was surprised to see that Uber/Lyft/Taxi drivers get tipped the same percentage, and relieved to see $1 per drink is still...
Achieve Your Goal with a Savings Account
Everyone knows that savings accounts are great ways for people to store extra money and save for goals. But did you know there are many reasons to have multiple savings accounts? Having multiple accounts avoids having that large, lump-sum balance in checking, which...
This Year Don’t Get Wrapped Up In Debt
I know it seems premature to talk about holiday spending. However, if you’re savvy, like we are at Judith Heft & Associates, you need to think about your spending plan now. Every year we’re confronted with enticing Black Friday deals earlier and earlier. ...
Taking the Chore out of Charity
Practicing regular charitable giving is generally a good habit. Many people feel it’s important to “pay it forward,” especially if they’ve achieved success. That is often easier said than done. Managing the details of charitable donations doesn’t have to be...
Reviewing Your Documents
October is a great time to look back and ask yourself if you can dispose of any paper files you have been…let’s admit it, hoarding. I used to hoard everything for seven years until I came to realize I was creating unnecessary clutter in highly-needed square...
The Importance of Your Credit Score
Your credit score is one of the most important measures of your financial health because it tells lenders how responsibly you handle your finances. The factors that contribute to a high credit score include a history of on-time payments; keeping a low balance on your...
Judith Heft & Associates Launches ‘Lifestyle’ Concierge Division
Connecticut-based financial concierge sees growing demand for balancing active lifestyles STAMFORD, Conn. (Oct. 7, 2020) – Judith Heft & Associates, a boutique financial concierge serving high-net-worth individuals locally and nationwide, is expanding its scope...
Prepping Your Kids for Financial Success
Teenagers, am I right? They’re so grown up and they know everything — that is everything except revolving credit card debt, skyrocketing cable bills, and applying for loans. These are the kinds of things that shouldn’t be learned by trial and error. Instead, start...
Celebrating 27 years in business helping people stay financially organized
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