Being a Fiduciary Is Not a Gig
When I think about cybersecurity, I sometimes remember a song I once heard sung to the tune of America the Beautiful: “Establishment, establishment, you always know what’s right.”
Like Coronavirus, Tax Crooks Are Always Evolving
This year’s tax season scams include the old favorites, some new twists on classic scams, and some completely new nonsense for you to deal with.
Those Micro-Investing Millennials Are at It Again
Every now and then, Baby Boomers, Gen X, Millennials, and Gen Z come together — to make some really cool apps.
The Nannies Are Coming: Establish Boundaries and Expectations with a Nanny Contract
Considering the...
Seeing the Forest Through the Sales
Forest-through-the-t...
Protections for Gift Card Holders
The fine print that comes with a gift card is not reliable — state and federal laws take precedence over corporate tricks.
Before the Forensic Accountant, Hire a Bookkeeper
That $500 you’re missing was actually paid to the power company even though nothing was due. It looks like this happened before because you have a $739 credit. — Thanks, Your Bookkeeper xoxo
Retirement Accounts Are Sacred
Have you ever “borrowed” money from a retirement account?
Cutting the Cord
If you’re sick of death-by-a-thousand-cable-bill-increases, read this article about cord cutting.
Record Keeping for Businesses
You might be pleasantly surprised at the amount of space you can save (while being in compliance).
Celebrating 27 years in business helping people stay financially organized
Downward Modifications: A Plan for Child Support
Courts realize that you can’t draw blood from a stone, but changing the amount of child support you pay is a serious matter.
Using Every Tool Available to You is Self-Care
Companies are stepping up to the plate to ensure that a little pandemic doesn’t hurt our relationships with them.
Spring Clean Your Finances
Don’t kill time — kill inefficiency, waste, and unnecessary charges.
Being “At Risk” Isn’t So Bad
Don’t be discouraged by the label of being “at risk” — because it’s true!
What I Learned from Money Mindset Coaching
I’m not just a practitioner of money coaching, I’m a client.
The Invisible Ingredient to Financial Success
It’s important to know where you come from — and how that influences you today.
Money Coaching from a Distance
With bungee...
Business as Usual at Judith Heft & Associates
We’ve been able to guarantee the security of our clients’ data as we work through social distancing.
Student Loan Forgiveness
In my characteristically moderate way, I look at the current system for student loan forgiveness.
Being a Fiduciary Is Not a Gig
When I think about cybersecurity, I sometimes remember a song I once heard sung to the tune of America the Beautiful: “Establishment, establishment, you always know what’s right.”
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