financial planning
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Financial Sense¢: End of Year Money Moves
Don’t wait until tax season to start thinking about your taxes! By then, it may be too late to claim valuable deductions and credits. Join Chris Peterson, AFC®, Kane Brolin, CFP®, and Cody Bair, CPA®, as they share expert insights on strategic steps you can take before the end of the year to ensure you’re…
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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),…
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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:…
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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…
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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…
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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,…
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Wednesday Workshop: Budgeting Together
This week we shared ways to build strong relationships with those we budget with. Not only couples, but with house mates and children as well. 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…
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Wednesday Workshop: 4th Quarter Mid Quarter Check in
You joined us for our mid quarter check in. This was an opportunity for us to help our members make SMART goals and see how things are going on the goals you have already created. This time we talked a lot about the moving process and air travel. Missed the call? as a…
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Wednesday Workshop: Save or Pay Off Debt?
To Save or Pay Off Debt? We discussed a topic that is important to many of us: whether to prioritize saving or paying off debt when we have both. It’s a common question among those who have debt and are able to save money at the same time. Should you put all your extra cash…
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Book review: Bad with Money: The Imperfect Art of Getting Your Financial Sh*t Together
Bad with Money: The Imperfect Art of Getting Your Financial Sh*t Together About This Book If you’re young and just starting out, this book may be for you. If you’re older, you may enjoy the author’s humorous accounts of her own money decisions and why she made them, but this book may not offer…