Finance Archives - Judith Heft & Associates

Allocating with PayPal Goals

by Judy Heft | Feb 17, 2021 | Daily Money Management, Finance

You need to start allocating with PayPal. Here’s why. Last week, Judy let you in on a way to multitask with money: allocation. By spreading money over multiple bank accounts, you can save for more than one goal at a time. Judy’s secret to avoiding fees on her...

Smart Refinancing of Your Home

by Liz Levy | Jan 20, 2021 | Daily Money Management, Finance

For many people, the thought of refinancing their home turns their stomach. Having an appraiser in to check your HVAC system, etc., always adds a bit of uncertainty and the potential for repair costs. What many people don’t realize, though, is that you really can save...

Creative Ways To Save Money Without Getting Solicited For A TLC Reality Show

by Liz Levy | Jan 13, 2021 | Daily Money Management, Finance

Creative ways to save money. Yes, it is possible! I am not going to have you go out and buy sharp scissors for extreme couponing. But we do have some easy and less embarrassing tricks to save a few bucks each week… Creative Ways to Save Money Download store apps....

The Importance of Your Credit Score

by Liz Levy | Oct 13, 2020 | Credit, Daily Money Management, Finance

Your credit score is one of the most important measures of your financial health because it tells lenders how responsibly you handle your finances. The factors that contribute to a high credit score include a history of on-time payments; keeping a low balance on your...

Judith Heft & Associates Launches ‘Lifestyle’ Concierge Division

by Liz Levy | Oct 12, 2020 | Announcements, Finance, Press Releases

Connecticut-based financial concierge sees growing demand for balancing active lifestyles STAMFORD, Conn. (Oct. 7, 2020) – Judith Heft & Associates, a boutique financial concierge serving high-net-worth individuals locally and nationwide, is expanding its scope...

Prepping Your Kids for Financial Success

by Liz Levy | Oct 6, 2020 | Daily Money Management, Family, Finance

Teenagers, am I right? They’re so grown up and they know everything — that is everything except revolving credit card debt, skyrocketing cable bills, and applying for loans. These are the kinds of things that shouldn’t be learned by trial and error. Instead, start...