What I Learned from Money Mindset Coaching
Believe it or not, I’m not 24. My business is! Over the years we’ve evolved from straight bookkeeping to being a comprehensive financial concierge service — doing anything and everything for our clients. Very often that includes getting some background, and hearing...
The Invisible Ingredient to Financial Success
As a Certified Money Coach, I have seen firsthand how the pandemic has devastated families. Not only are people losing their family members, they’re losing their livelihoods. I keep hearing people say, “something’s gotta give, something’s gotta give” — and they’re...
Money Coaching from a Distance
With bungee jumping temporarily off my dance card, I was able to pour all of my energy into writing a new curriculum for my Money Circles on Zoom. As a Certified Money Coach, it’s important that I stay up-to-date with current events — and the current is changing fast....
Business as Usual at Judith Heft & Associates
When I wrote “Being a Fiduciary Is Not a Gig,” I wondered if I was bragging too much about how secure our office is. I was, and still am, very proud of the fact that during normal times, we do not take our work home with us. Well, like so many things, COVID-19 has...
Student Loan Forgiveness
Student loan forgiveness is a divisive topic. On one hand there are people who paid them back and are adamant that they should be paid back — and on the other hand, people are ending up on public assistance because their student loans are more than their rent. What I...
Being a Fiduciary Is Not a Gig
The gig economy really is great — if you’ve got a workout bench that needs to be assembled or a minor computer problem. When it comes to acting as a fiduciary, though, mobile apps, shared WiFi, and “thinking outside the box” just aren’t enough. At Judith Heft &...
Like Coronavirus, Tax Crooks Are Always Evolving
Every year, scam artists innovate and the IRS plays catch-up. Don’t get me wrong, the IRS has a diligent fraud unit and they communicate to the public in a clear and concise way. That said, crooks can be frighteningly resourceful and creative — and every tax season...
Those Micro-Investing Millennials Are at It Again
I think a lot of people still consider “millennial” to mean “teenager,” but the reality is that the oldest millennials are 35 years old! They’re marrying for love and building two careers, and the way they spend their money is big business. The most tangible example I...
The Nannies Are Coming: Establish Boundaries and Expectations with a Nanny Contract
Considering the million moving parts in any household, many people are confused as to what they should be asking for in a nanny. And that’s exactly why I recommend a Nanny Contract for any families with nannies. It’s not legally required; just a rule book for your...
Celebrating 27 years in business helping people stay financially organized
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