ABLE Accounts

Wednesday Workshop: Navigating Education and Disability Savings

Guest members and site visitors will need to upgrade or create an account to get access to this recording. Join us for a workshop that aims to elevate your financial trajectory and reach for the stars in securing your future or that of your loved ones. With a cosmic focus on education and disability-related expenses,…

05/29/2024
IRS Video Tax Tip: ABLE Accounts

Find out how you can save money with disability-related expenses by having an ABLE account.

05/24/2024
Wednesday Workshop: Investing Part 3, Comparing Options

Making Informed Choices: Comparing Different Investment Account Options This week you joined us for part three of our four-part series on investing. Investing is complex, but we aimed to break it down into simple concepts and steps you could use to get started growing your money. Last week we talked about how to open and…

06/21/2023
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…

01/31/2023
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…

01/19/2023
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…

01/18/2023
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…

01/17/2023
Five Ways To Face Your Fear

Last week I participated in a panel discussion about the benefits of ABLE accounts at the 2022 No Barriers Summit. According to No Barriers USA, “THE NO BARRIERS SUMMIT BRINGS TOGETHER PEOPLE OF ALL ABILITIES TO BREAK THROUGH BARRIERS. PARTICIPANTS CONNECT FOR SHARED EXPERIENCES OF OUTDOOR ADVENTURE, ENTERTAINMENT, AND INSPIRATION, WHILE JOINING TOGETHER TO CREATE…

08/30/2022
When Should You Consider Opening An ABLE Account?

Welcome to the fourth part in our five part series on ABLE accounts. In the last part, we explained why you may want to open an ABLE account for yourself or your child. In this part, we’ll discuss when you may want to consider opening an ABLE account. What is an ABLE Account? Before 2015,…

12/19/2021
Why Should You Consider Opening An ABLE Account?

Welcome to the third part in our five part series on ABLE accounts. The first two parts explained what ABLE accounts are and who may want to consider opening one. In this part, we’ll look at a few reasons why you may want to consider opening an ABLE account. What is an ABLE account? Before…

12/19/2021