Forge Financial

08/01/2026

The paperwork isn't the point.
The protection is!

Signatures, forms, and account processes aren't designed to create hurdles. They're designed to help protect investors, their assets, and their wishes.

Our latest article explores why these safeguards matter.

Nobody enjoys paperwork, verification requests, or follow-up phone calls. But when it comes to your accounts, those extra steps exist for a reason. After all, if someone wanted to move your money or make changes to your account, you'd probably want us to verify it was really you first.

07/14/2026

We are working hard to keep earning the nice things our clients say about us.

07/09/2026

🚧 Client Access During Road Construction

The City has closed Main Street at B Avenue. Traffic is being diverted to Cedar Street and Spruce Street.

Forge Financial remains open and accessible!

• Located at Cedar Street & West B Avenue
• Access available from Cedar Street
• Parking remains available in the red parking garage directly across from our office
• The "No Thru Traffic" signage does not apply to customers accessing our office or parking in the parking barn.

07/06/2026

How many retirement accounts do you have right now?

And how many could you log into today?

Between job changes, moves, marriage, kids, and everything else life throws at us, it's easy for old retirement accounts to get forgotten.

If you're not sure where all of yours are, you're definitely not alone.

Our latest article explains why those old accounts may deserve a second look.
Read the full article here: 👇

Old 401(k)s and forgotten retirement accounts can create hidden tax problems, outdated beneficiaries, high fees, and unnecessary complexity. Learn why financial fragmentation quietly compounds over time and why coordination matters as retirement approaches.

06/30/2026

We have some bittersweet news to share.
Ryan Alonso will be returning home to California to continue his work in pastoral ministry.

While we are sad to see him go, we could not be more proud of him for following his calling. That kind of clarity and courage is something we deeply respect.

At Forge, we believe in putting people first, always. That means supporting our team not just in their work, but in their lives and purpose, wherever that leads.

Ryan has made a lasting impact here, and we are grateful for the time we have had with him. Wishing him and his family all the best in this next chapter!

06/21/2026

Today we celebrate the dads, grandpa's, bonus dads and father figures who show up every day with strength, support and steady leadership!

06/18/2026

Due to the market holiday, voicemail won't be monitored.
We'll be back to regular hours Monday!

06/11/2026

If you’re only thinking about returns and not taxes, you’re missing part of the strategy.
In this quick read, we get into:

• When taking a loss is actually the smart move
• When realizing gains can work in your favor
• How to use both on purpose, not just at year-end

These aren’t complicated ideas, but ex*****on matters.
Because what really counts isn’t just performance… it’s what you keep

Discover how tax loss harvesting and tax gain harvesting can help manage your investment portfolio’s tax drag. Learn when to realize losses or lock in gains to mitigate your lifetime tax bill and keep more of your wealth compounding. It All Begins Here

06/01/2026

Staying intentional today, sets up tomorrow

Check out our new bios on the website!
www.forgeaplan.com

05/25/2026

We pause to honor and remember those who made the ultimate sacrifice.