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Forge Financial Tax & Services ~ James A. Martin, CFP

(717) 369-2300

Don't Buy The Hype Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money!
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My Expertise...Your Goals--Navigating You to your Financial Destination


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Helpful Content

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

The Three Keys to a Great Password

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

The Latte Lie and Other Myths

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

 

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

U.S. Personal Savings Rate

What can be learned from the savings rate?

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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