Finance Archives - Page 3 of 13 - Judith Heft & Associates

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...

Put Your Finances In Order Before Divorce Or Suffer More Pain

by Judy Heft | Nov 18, 2021 | Consumer Issues, Divorce, Family, Finance

No one enters a marriage with plans to divorce or plans to have a stranger looking at their expenses with a fine-tooth comb, but it happens. Individuals often pay their bills online without performing any serious recordkeeping. This can become problematic, even if you...

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...

There Are Eight Money Types: Which One Are You?

by Judy Heft | Nov 11, 2021 | Empowerment, Finance, Retirement

Talking about money is uncomfortable for most of us. As young adults, we were taught to never talk about religion, politics or money. Money is much more than dollars and cents. It is very emotional. Some people live way above their means. Others completely leave the...

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...

Do You Need An Estate Plan?

by Judy Heft | Nov 4, 2021 | Estates, Finance, Retirement, The Elderly

Planning an estate can be unpleasant to think about. Going over worst-case scenarios is usually something reserved for zombie movies or nightmares, not something anyone would consciously attend a meeting to discuss. It might shock you to know that only 42% of adults...