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2023

Wednesday Workshop: Personal Cash Flow Statements

Personal Cash Flow Statement For our weekly members-only group chat, this week we dove into creating a personal cash flow statement. We explored why it’s important and when it could be useful. Plus, we left plenty of time for you to share anything on your mind. Missed the Call? As a member you can listen…

02/08/2023
Book review: Bad with Money: The Imperfect Art of Getting Your Financial Sh*t Together

Bad with Money: The Imperfect Art of Getting Your Financial Sh*t Together About This Book If you’re young and just starting out, this book may be for you. If you’re older, you may enjoy the author’s humorous accounts of her own money decisions and why she made them, but this book may not offer…

02/03/2023
Wednesday Workshop: Filing Your Tax Return

Filing Your Tax Return By now you should’ve received most or all of the forms you need to complete and file your 2022 tax return. This week we talked about how to complete and file a tax return either by doing it yourself or by getting help from a tax professional. We also left time…

02/01/2023
Podcast: All About ABLE Accounts in 2023

This week Chris, Liz, and MOe share with you some of what they know about ABLE accounts. Thanks to an omnibus spending bill passing and change effecting ABLE accounts, they felt this was a very timely topic to share the good news. *NOTE: As we have not seen the bill itself, we have found out…

01/31/2023
Wednesday Workshop: Ways to Track Your Spending

Ways to Track Your Spending Making a budget is a great way to find opportunities to cut spending and save more in the new year, but what if you don’t know how much you should be spending? Before you begin budgeting, we recommend that you track your spending so you understand where your money is…

01/25/2023
Social Security Administration Announces Web Site Redesign

Today the Social Security Administration launched a redesigned web site that makes it easier to apply for and manage your Social Security benefits. “We’ve redesigned our website to serve you better”, the SSA says in the email announcement they sent this morning. Blind people are really going to like this site redesign. It’s now easy…

01/20/2023
Wednesday Workshop: ABLE Accounts, Where to Find Out More

ABLE Accounts, Where to Find Out More… During last week’s Members-only Group Chat, the topic of Able accounts was casually mentioned. In expanding upon this topic further, this week, we took an in-depth look at how to research different Able account options and the process to sign up for an account. We also left time…

01/18/2023
Podcast: Money Moves to Kick Off 2023

This week Chris, Liz, and MOe discuss some of the moves they are making with their finance’s to kick off the year right. They discuss getting credit reports, signing up for ABLE Accounts, looking to retirement, and other ways you can lower some bills. pennyforward.compennyforward@pennyforward.com Clubhouse House Facebook Youtube Get our app, guest membership is…

01/17/2023
Description Of A Braille Credit Report

In our January 8th, 2023, members only group chat, I demonstrated the process for ordering a Braille credit report from the automated telephone system at 1 (877) 332-8228. Large print and audio versions of your credit reports are also available using this system. It took about five days, including Saturday and Sunday, to receive the…

01/13/2023
Penny Forward Founder Chris Peterson Featured On USAToday.com about ABLE Accounts

ABLE accounts are tax-advantaged savings accounts for people with disabilities. The money saved in ABLE accounts can be spent on qualified disability expenses. Most importantly, having an ABLE account won’t affect the account holder’s eligibility for federal programs such as Medicaid and Supplemental Security Income. ABLE accounts can be used in a variety of ways.…

01/12/2023