Our 1st Mid Quarter Check in! Back in May of last year we taught you about SMART goals. This week we talked about setting some smart goals for this year, and checked on the progress anyone had made on the goals they had set back in May. We also left time to discuss what was…
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…
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…
Topic Last month Congress passed an omnibus spending bill that, among other things, increased the eligibility age for ABLE accounts from 26 to 46. This makes many more blind or disabled Americans eligible to open an ABLE account. This month we’ll be answering your questions about ABLE accounts. Chris Peterson has been an ABLE account…
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…
When/Where Coming up this Thursday, Jan. 26, 2023. 7:30pm ET, 6:30pm CT, 5:30pm MT, 4:30pm PT. Penny Forward’s public zoom program This chat will also be live streamed on the Penny Forward Facebook page and YouTube accounts. We also will be connecting the program to our Penny Forward Clubhouse Club. Topic Last month Congress passed…
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…
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. Click here to see the transcript… Show Notes… Penny…
In this episode of the Penny Forward Podcast, Chris, Liz, and MOe, discuss some of the moves they are making with their own finances to start off 2023 off right. Click here to listen to the audio podcast… Transcript Chris: This is the Penny Forward Podcast, the first episode for 2023. I’m your…