Blog Post
THE FORGE COMPANIES BLOG
Managing Partner, Full Circle Coverage
Start your new year by ensuring you and your family are properly covered in 2024! Follow these tips to make sure you have the right insurance coverage for a secure and prosperous new year:
- Review your homeowners/renters insurance.
- If you own a home, review your homeowners insurance policy to ensure it covers the current value of your home and its contents. If you're renting, review your renters insurance to make sure it adequately covers your personal belongings.
- Update your home inventory.
- If you received treasures and trinkets this holiday season, ensure they are safeguarded by adding them to your home inventory list. An updated home inventory list makes filing a claim more manageable and efficient. Talk to your agent about these new items to ensure they don't need additional coverage.
- Review your health insurance.
- Ensure that your health insurance coverage is adequate for your family's needs. Check if there are any changes in your health status or if there are new family members. Understand the terms of your policy, including copayments, deductibles, and coverage limits.
- Evaluate your auto insurance policy.
- Assess your auto insurance coverage, considering any changes in your driving habits, vehicle values, or the number of drivers in your household. Ensure that you have sufficient liability coverage and consider adding comprehensive and collision coverage based on your vehicle's value.
- Review your life insurance policy(s).
- Evaluate your life insurance needs, especially if there have been significant changes in your life, such as the birth of a child, marriage, or other life events. Ensure that the coverage amount aligns with your family's needs in the event of the unexpected.
- Make sure your beneficiaries are up to date.
- Check and update the beneficiaries on your life insurance policies, retirement accounts, and other relevant documents. Ensure that these designations reflect your current wishes.
- Consult with an Insurance Professional:
- Our team is here for you! Whether you're a current client or you need clarification about your insurance needs or coverage options, our insurance professionals are here for you! We can help you navigate the complexities of insurance and tailor coverage to your specific situation.
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The Forge Companies is pleased to announce they are teaming up with Rebecca Cameron Blount, a longtime friend of The Forge Companies, distinguished attorney, and owner of The Blount Law Firm, PA in Greenville, NC.
Advocacy Trust Celebrates Major Milestone
Full Circle Coverage Announces New Partnership with Golden Bear
Full Circle Coverage Included in UGA Bulldog 100
Bringing Nearly Three Decades of Banking Knowledge to Support Families and Enhance Settlement Planning Services
At The Forge Companies, our commitment to clients extends beyond financial planning—we’re also here for life’s unexpected challenges. Our team is dedicated to providing top-tier services by designing customized plans that address immediate and future needs, ensuring our clients are supported through every phase of their journey. If you’d like to learn more about how we can help your clients, connect with us today!
For this Heart of Forge spotlight, we are thrilled to highlight our Atlanta office! Last month, members of our Forge Consulting, Advocacy Trust, and Advocacy Wealth teams spent the morning with Zobida Dat and Jenifer Hossler from the Georgia Center for Child Advocacy (GCCA). Together, they assembled goodie bags for GCCA’s upcoming Trunk or Treat event.
We are thrilled to highlight Shawn Mitchell, a Trust Officer on our Advocacy Trust team, for his incredible work with the Iredell County Sheriff's Office during their Youth Outdoor Education Week.
We are thrilled to highlight one of our Trust Officers, Laura Schlesing. Laura is a dedicated board member of Gigi's Playhouse of Charlotte, a remarkable Down Syndrome Achievement Center 100% volunteer-run with just two paid staff members.
Advocacy Wealth Management and Montag & Caldwell Join Forces
Forge Consulting is a national insurance agency. We analyze but do not provide investment, legal or tax advice. Advocacy Wealth, a Registered Investment Adviser, offers financial planning. Advocacy Trust offers fiduciary services. Forge is the parent company of both Advocacy subsidiaries.
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