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financial planning

ABLE Account Updates in the 2025 Tax Bill

Congress is moving forward with a new tax bill packed with big updates—and ABLE accounts are on the menu of items being effected by these updates.

06/09/2025
Wednesday Workshop: Saving for the Future with 529 and ABLE Accounts

May 29 is National 529 Day—and we’re celebrating by talking about two powerful savings tools: 529 Education Savings Accounts and ABLE (Achieving a Better Life Experience) Accounts. These accounts can help you save for school, vocational training, and disability-related expenses without losing access to important benefits like SSI and Medicaid. We’ll explain the similarities, the…

05/21/2025
Wednesday Workshop: Planning for the People You Love

Learn how to create a plan for your loved ones with accessible information on wills, trusts, and beneficiary planning.

05/14/2025
Introduction to Investing is Live—And We Want Your Feedback! 🚀

A Message from Penny Forward Founder and CEO, Chris Peterson Hey there, Penny Forward family! I’m absolutely thrilled to share some big news: our brand-new course, Introduction to Investing, is officially in beta and ready for our monthly and yearly members to dive into. This has been one of the most-asked-for courses in our community,…

05/12/2025
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
Social Security Matters: 5 Social Security Messages for Holiday Gatherings

If the topic of Social Security comes up during a holiday get-together, we’ve put together 5 basic messages you can share with your loved ones.

12/23/2024
Black Friday, Budgets, and Bright Ideas for the Holidays

This week, the holiday season officially kicks off with Black Friday sales! Your inbox is likely overflowing with deals for things you need, things you want, and let’s be honest—things you didn’t even know you wanted until the word “SALE” popped up. It’s exciting, right? But before we dive into our carts (online or otherwise),…

11/25/2024
FAQ: Investing in the Stock Market – How It Can Help You Over Time

I recently saw a Facebook post from someone asking, “How does the stock market help me when I’m just struggling to pay for gas and groceries?” It’s a fair question! When your budget is tight, the idea of investing might feel like a luxury, or worse, something completely out of reach. But here’s the thing:…

11/08/2024
Navigating Financial Uncertainty After the 2024 Election

Many of us woke up this morning to learn the results of the 2024 presidential election. In just a few weeks, Donald J. Trump will return to the White House. Whether you were hoping for Donald J. Trump to win or rooting for Kamala Harris, nearly half of the country is disappointed this morning, while…

11/06/2024
Wednesday Workshop: Plan Today, Protect Tomorrow: Wills 101

Join us for a comprehensive session where we break down the complexities of estate planning into manageable steps. To enjoy this content, simply sign up for a Penny Forward membership. If you’re already a member, just log in using the form below. We’re excited to have you on board! Username or E-mail Password Remember Me…

09/04/2024