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Chris Peterson

Social Security Matters: Social Security Administration Implements New Anti-Fraud Measures to Enhance Telephone Claim Processing

The Social Security Administration (SSA) recently announced the implementation of enhanced fraud prevention tools for claims filed over the telephone, further modernizing the agency’s services and strengthening program integrity.

04/14/2025
Wednesday Workshop: Planning for When Life Happens

Life is full of surprises, but your finances don’t have to be caught off guard. This workshop focuses on planning for unexpected expenses, from minor inconveniences to major life changes. Learn how to build an emergency fund, evaluate insurance needs, and create a financial safety net that gives you the confidence to handle whatever life…

04/09/2025
Podcast: Get Certified and Get Hired with AccessibilityOfficer

We learn about the Certified Accessibility Tester program from Tanner Gers, founder and Managing Director of AccessAbility Officer, whose vision is the US disabled unemployment rate is the same as the US unemployment rate. More powerful than these words? Tanner walks the talk. Over 80% of his team has a severe disability, and a large…

04/08/2025
Understanding the Earnings Cliff: What Employers and Employees Need to Know

Earlier this week, Penny Forward Benefits Counselor Jenny Holcomb and I talked to members of VisionServe Alliance about Supplemental Security Income (SSI), Social Security Disability Insurance (SSDI), and ways to keep benefits while working. It was a great discussion, and I want to share some key points with you because I believe we all have…

04/07/2025
Wednesday Workshop: Planning Your Spending

Does money seem to disappear faster than you can track it? Join us this week to explore simple yet effective ways to plan your spending, prioritize your expenses, and build healthy money habits. You’ll learn practical budgeting strategies and tips for staying motivated as you take control of your financial future.

04/02/2025
Social Security Changes in 2025Jenny Holcomb

We’ve been hearing a lot about changes to Social Security. This article will address the most relevant recent changes.

04/01/2025
Celebrate Financial Capability Month: Penny Forward Workshops Open to ALL Members This April!

Penny Forward opens Wednesday Workshops to all members for Financial Capability Month.

03/31/2025
Wednesday Workshop: Spring Break on a Budget: Smart & Accessible Travel Planning

Dreaming of a getaway but worried about the cost? Whether you’re planning a Spring Break trip or just thinking ahead to your next adventure, we’ve got you covered. This workshop will share budget-friendly travel hacks, tips for finding great deals, and ways to make travel more accessible. Plus, we’ll dive into how to pack smart,…

03/26/2025
Identity Theft With a Happy Ending: A Personal Account

When I found out my identity had been stolen, I felt embarrassed. As a former information security professional and a current financial counselor, I’m supposed to know better—right? It’s one thing to teach others how to avoid fraud, but quite another to have it happen to you. I felt overwhelmed, embarrassed, and frankly, a bit…

03/24/2025
Wednesday Workshop: Women & Wealth – Taking Charge of Your Financial Future

Women face unique financial hurdles, from the gender pay gap to the challenges of balancing caregiving and career growth. But here’s the good news: financial independence is within reach! In honor of International Women’s Day, we’re talking about smart money moves for women, including strategies for saving, investing, and advocating for fair pay. We’ll also…

03/19/2025