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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...Zelle, Venmo, and PayPal: What’s the Difference?
Recently a friend asked me to “Venmo” her the money I owed her for theatre tickets. At first, I thought it was some new slang that the Twittersphere came up with 😉 — but my friend told me all about how it was a convenient way to transfer money between friends. I’ve...The Consequences of Going AWOL
I have a friend whose relationship with organization is strained at best. Recently, he made a pretty harmless error that carried outsized, dire consequences — a mistake that Judith Heft & Associates could have prevented if he had hired us. As Eric was preparing to...5 Things to Think About at the End of the Year
As we enter the mad dash to the finish line of 2016, there is a lot of work to be done—both in the office and at home. In fact, some people describe this time of year as the only time any real work gets done at all. But don’t let all of those hastily thrown together...Three Weird (Not Really) Tricks to Get Rich
The end of the year is always a great time review your finances. Hopefully you’ll be getting a big bonus and you’ll be able to wipe out some of your bad financial decisions from throughout the year—or, alternatively, make sure you reach the yearly maximum contribution...
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