Reviewing Your Documents

Reviewing Your Documents

October is a great time to look back and ask yourself if you can dispose of any paper files you have been…let’s admit it, hoarding. I used to hoard everything for seven years until I came to realize I was creating unnecessary clutter in highly-needed square...
Being a Fiduciary Is Not a Gig

Being a Fiduciary Is Not a Gig

The gig economy really is great — if you’ve got a workout bench that needs to be assembled or a minor computer problem. When it comes to acting as a fiduciary, though, mobile apps, shared WiFi, and “thinking outside the box” just aren’t enough. At Judith Heft &...
Record Keeping for Businesses

Record Keeping for Businesses

I understand being thrust into a position of responsibility. My business grew in leaps and bounds, leaving me with boxes and boxes of paperwork that I didn’t know what to do with. Businesses are required to hold on to everything forever, right? I asked myself. The...
January is National Get Organized Month

January is National Get Organized Month

January is National Get Organized Month! Everybody’s busy with getting their own house in order, often with the help of Marie Kondo. I think people need to start thinking about their finances, too. Since April 15th is rapidly approaching, I thought I’d share...