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Category: Events
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Wednesday Workshop: Personal Balance Sheets
Creating a Personal Balance Sheet This week we discussed an important topic that affects all of us, creating your personal balance sheet and calculating your net worth. By doing this, we can gain a better understanding of our current financial situation and make more informed decisions about our finances. During our discussion we explored what…
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Wednesday Workshop: Mid 1st Quarter Check In
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…
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Podcast: Money and Relationships
With this next release date being a certain holiday associated to love, we decided to sit down with a retired marriage and family therapist, Ann Chiappetta. We had a conversation around how relationships can be effected by our finances, and how we can start to work on some healthy boundaries. Ann Chiappetta Website: annchiappetta.com Blog:…
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Wednesday Workshop: Personal Cash Flow Statements
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…
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Wednesday Workshop: Filing Your Tax Return
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…
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Podcast: All About ABLE Accounts in 2023
This week Chris, Liz, and MOe share with you some of what they know about ABLE accounts. Thanks to an omnibus spending bill passing and change effecting ABLE accounts, they felt this was a very timely topic to share the good news. *NOTE: As we have not seen the bill itself, we have found out…
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Wednesday Workshop: Ways to Track Your Spending
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…
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Financial Sense¢: ABLE Accounts Q/A
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…
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Wednesday Workshop: ABLE Accounts, Where to Find Out More
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…
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Podcast: Money Moves to Kick Off 2023
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. pennyforward.compennyforward@pennyforward.com Clubhouse House Facebook Youtube Get our app, guest membership is…