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...Investing For All Has Arrived!
Banking and investing have really changed since when I was first starting out. Investing, in particular, seemed out of reach. As a young woman (and now as an entrepreneur), I never had a benefits package of any kind — much less access to an employer-matching 401k or...From Paris with Louvre
I recently got back from my first trip to Paris and j’adore. It’s a very walkable city, and for long distances the Metro is clean and easy to use. I experienced some culture shock, but it was a good thing. Here are some of my recommendations should you ever find...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...Make Love a Sleeper Hit this Year
Taking care of your money is an act of self love. Love and care for your money and it will love and care for you right back. Today is Valentine’s Day and I think it’s a good day to think about love — whether it’s romantic, platonic, or familial. I don’t...
Celebrating 27 years in business helping people stay financially organized
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