End of Year Archives - Judith Heft & Associates

Create A Cybersecurity Plan Of Action

by Judy Heft | Jan 14, 2022 | Empowerment, End of Year, Fraud, Scams

Now is the time for a cybersecurity check. Don’t wait! There is a lot riding on a laptop as it accumulates information as someone goes about their life. It would be a very valuable asset for fraudsters and scammers. So, how can someone protect themselves from...

6 Holiday Tips for New Philanthropists

by Judy Heft | Nov 24, 2021 | Consumer Issues, End of Year, Family, Finance, Holidays

Picking and choosing charities can be daunting. It seems like everyone wants a piece of us this time of year, and the sheer number of newsletters and solicitations makes them impossible to tame. Many people already have relationships with organizations that advocate...

Don’t Forget Generosity During The Holiday Season

by Judy Heft | Nov 24, 2021 | End of Year, Holidays, Tipping

In past years, holiday tipping guides varied from source to source. It’s helpful to have a detailed plan regarding the appropriate amounts to tip specific service providers. But this year, it’s crucial to put a method behind the tipping madness. The norm averages...

Winter Property Management Tips

by Liz Levy | Nov 17, 2021 | End of Year, Estates, Finance, Holidays, Insurance, Real Estate

Property management is so important, especially in the months leading up to winter. Checking your HVAC and your roof for any cracks could mean the difference between paying only a couple of hundred dollars for maintenance or paying a couple of thousands to fix a leak...

Pumpkin Spice Bookkeeping

by Liz Levy | Nov 10, 2021 | Consumer Issues, End of Year, Finance, Holidays, Retirement

Fall, autumn, otoño — You know it’s that time of year when your building switches from air conditioning to heat. The cooler weather triggers thoughts of a crisp, new beginning in January. And as part of this new and improved version of yourself, your New Year’s...

4 Great Reads to Prepare for the Holidays

by Liz Levy | Sep 8, 2021 | End of Year, Finance, Holidays

The holiday season is almost upon us! One moment it’s all beaches and water balloons, then next moment you’re stuffing a turkey and decorating your house. This is a busy and expensive time for everyone. Nearly every year since 2009, American consumer spending on...