Personal Finance
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Wednesday Workshop Recording: March 27 – Technology and Techniques to Keep Us Organized
Guest members and site visitors will need to upgrade or create an account to get access to this recording. In this workshop, we explored various strategies and tools for securely storing and organizing financial documents, including popular cloud services like Dropbox, Google Drive, and OneDrive. Additionally, we discussed software, apps, accessories, and products that can…
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Public Release: Wednesday Workshop Recording: Feb 28, YNAB Workshop
Our February 28th Wednesday Workshop with YNAB was so well-received, we are making it available for everyone! Transcription
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Recording Tuesday’s Turning Pages Book Brunch: “Money Out Loud,” Interlude
We read Interlude – It’s a Tax Party, Yay Taxes We have provided the recording for those that may not have been able to join, or for those that wish to replay some of the conversation. Please note that these recordings may be edited for privacy or may contain pauses where information may seem to…
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Taxpayers: Get accessible tax info and forms from the IRS Alternative Media Center
The IRS Alternative Media Center provides a variety of accessible services to help people who use assistive technology such as screen reading software, refreshable Braille displays, screen magnifying software and voice recognition software. Anyone can view and download hundreds of tax forms and publications in alternative formats, including: Text only. Braille-ready files. Browser-friendly HTML. Accessible…
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Update on SSI Overpayments Incurred During the COVID-19 Emergency
An overpayment of Social Security (Title II) or Supplemental Security Income (SSI, or Title XVI) benefits occurs when an individual receives more money for a month than the amount that should have been paid by the Social Security Administration (SSA). A recent court approved settlement will benefit more than two million Supplemental Security Income (SSI) recipients who…
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Wednesday Workshop Recording: March 20, Prepare Your Tax Documents
This week we discussed which financial documents you need to prepare your taxes and different options for getting your taxes prepared. Recording Guest members and site visitors will need to upgrade or create an account to get access to this recording. To enjoy this content, simply sign up for a Penny Forward membership. If…
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Recording Tuesday’s Turning Pages Book Brunch: “Money Out Loud,” Chapter 2
Please note you must be a member of the Penny Forward website/app to have access to this recording. We read Chapter 2: Hella Control, AKA Budgeting Next session is Interlude- It’s a Tax Party, Yay Taxes We have provided the recording for those that may not have been able to join, or for those that…
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Wednesday Workshop Recording: March 13, What to Keep and What to Toss Financial Documents
This week we discussed items you should be able to toss, and what items you need to keep around. Remember this information is typical situations, and if you have questions about items you have specifically please reach out to us privately or to your tax or other accounting professional. Recording Guest members and site visitors…
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Recording Tuesday’s Turning Pages Book Brunch: “Money Out Loud,” Mic Check and Chapter 1
Please note you must be a member of the Penny Forward website/app to have access to this recording. Session 1 We started the book this week, reading Mic Check and Chapter 1- Hella Feelings, AKA Your Money Story Next session is Chapter 2- Hella Control, AKA Budgeting We have provided the recording for those that…
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Penny Forward Podcast: Taxes With A Blind CPA with guest Cody Bair
In this episode of the Penny Forward podcast, hosts Chris Peterson and MOe Carpenter are joined by Cody Bair, a blind CPA from Colorado who specializes in research and development tax credits. With co-host Liz Bottner attending the American Council of the Blind D.C. Leadership Conference, the conversation is focused on understanding taxes from a…