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Chris Peterson

Missed the Tax Deadline? Here’s What You Need to Know

If you missed the April 15 tax filing deadline, don’t panic—but don’t wait either. The IRS encourages taxpayers who haven’t yet filed to submit their return as soon as possible to avoid or reduce penalties and interest, especially if they owe money.

04/18/2025
Wednesday Workshop: Managing and Building Your Credit

Good credit can open doors to lower interest rates, better housing options, and even job opportunities. In this workshop, we’ll explore how credit works, effective ways to manage debt, and actionable strategies to build or rebuild your credit score. Whether you’re starting fresh or working toward improvement, you’ll leave with a clear roadmap to healthier…

04/16/2025
What It’s Like to Visit a Social Security Office

Last week, I shared some thoughts on how complicated the Social Security system can be and why it’s important to stand up for yourself when facing unfair decisions. This week, I want to get personal and tell you about my own recent experience with Social Security Disability Insurance (SSDI)—and why fighting back was so important.

04/14/2025
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