It Never Ends: Three More Tax Scams To Avoid
I try to be as comprehensive as possible with my posts, but the fact of the matter is that I often find out more on a topic after I’ve written about it. Tax fraud, in particular, is a vast and sprawling criminal industry in which innovators are constantly perfecting...Your Security Is Just Two Steps Away
In a cloak-and-dagger caper reaching from Eastern Europe to the Virginia suburbs of Washington, DC, the nation and the world witnessed the most highly publicized case of phishing ever to come to light. It was during last year’s presidential campaign when 10 years of...Protect Yourself Against Tax Fraud This Year
My journey to becoming a Financial Concierge and Certified Money Coach started when I learned how to balance a checkbook at my parents’ clothing store. But there is another side to my profession, and that is helping people. Twenty years ago, our greatest challenge...
The Difference Between Wells Fargo and Judith Heft & Associates
Wells Fargo really stepped in it recently—or rather, over the last few years. It has been confirmed that it fraudulently opened two million fake accounts that were all tied in with real, established accounts, all without the knowledge of the real account holders. In...Landlords and Tenants Beware: Someone May Be Reading Your Emails
In the beginning of August, one of my clients began renting a property to a new tenant. We set up a system where the rent would be deposited into a certain account at XYZ Bank, and my client proceeded to go back to her home in Europe. Not long after this, the tenant...
Celebrating 27 years in business helping people stay financially organized
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