Skip to main content
menu
  • Home
  • About
    • Meet your Advisor
    • Our Philosophy
    • Our Process
  • Our Services
    • Investment Planning
    • Retirement and Income Planning
    • Longevity Planning
    • Estate Preservation and Legacy Planning
    • 401(k) Self-Directed Brokerage
    • Charitable Giving
    • Special Needs Financial Planning
  • Events
  • Resources
    • Client Login
    • Financial Calculators
    • Useful Links
    • Blog
    • Videos
  • Contact Us
  • Retirement Roadblocks
  • What is Your Financial Freedom?

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Blog

Presented by Kristen Smigelski | May 10, 2022

How to Keep Your Life Insurance Costs Down

FINRA Reviewed
Insurance
Risk Management
With rates as low and competitive as they have ever been, it’s as close to a “buyers” market in life insurance as you’ll see.  Still, in these cash-strapped
Read More
Presented by Kristen Smigelski | May 6, 2022

Protecting Your Biggest Asset

Insurance
Life is full of risks, and people make decisions everyday that require weighing those risks against their ability to protect themselves using their own
Read More
Presented by Kristen Smigelski | May 3, 2022

Insurance Made Cheaper Through Telematics

FINRA Reviewed
Insurance
The car insurance bill arrives and yet again you let a deep sigh—all things considered the rate is way higher than it should be. You’re a considerate, cautious
Read More
Presented by Kristen Smigelski | Apr 29, 2022

Leave your Legacy through Planned Giving

Education
Finance
FINRA Reviewed
There comes a point in life where you want to begin sharing or gifting all the things you’ve collected over the years—stories, wisdom, financial wealth. And
Read More
Presented by Kristen Smigelski | Apr 26, 2022

Retire to Happiness: Tips to Thrive in the Next Chapter of Life

FINRA Reviewed
Retirement
Here’s a thought: retirement doesn’t mean the end. It doesn’t mean an end of self-importance or purpose, it just means a new chapter—a paradigm shift of what
Read More
Presented by Kristen Smigelski | Apr 22, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
Read More
Presented by Kristen Smigelski | Apr 19, 2022

Making Sense of Whole Life Insurance Premiums

Insurance
Critics of whole life insurance point to the higher premiums these plans require and the inflexibility of the payment schedule.
Read More
Presented by Kristen Smigelski | Apr 15, 2022

Helpful Life Insurance Advice You Can Use

FINRA Reviewed
Insurance
Few consumer products are the object of a love/hate relationship as life insurance.  The thought of buying life insurance is not something that most physicians
Read More
Presented by Kristen Smigelski | Apr 12, 2022

Biggest Misconceptions About Business Insurance

Insurance
Business owners have a tremendous opportunity to generate significant rewards from a business in which they have invested heavily. However, as with any
Read More
Presented by Kristen Smigelski | Apr 8, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
Read More
Presented by Kristen Smigelski | Apr 5, 2022

Sending Your Kids to College: What Should You Really Expect?

College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
Read More
Presented by Kristen Smigelski | Apr 1, 2022

What You Need to Know When Applying for Life Insurance

Insurance
When you buy a life insurance policy, you are essentially transferring your financial risk to a life insurer which then becomes obligated to pay your
Read More

Pagination

  • Current page 1
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Page 6
  • Page 7
  • Page 8
  • Page 9
  • Next page Next ›
  • Last page Last »

About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

Office

4440 PGA Boulevard,
Suite 600
Palm Beach Gardens, FL 33410

Get in Touch

Securities offered through Regulus Financial Group, LLC. Member FINRA/SIPC. Investment advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor. Registration with the SEC does not imply any level of skill or training. Regulus Financial Group, LLC and Regal Investment Advisors are affiliated entities. Forest Financial Planning Group, LLC is independent of Regulus Financial Group, LLC and Regal Investment Advisors. Insurance services offered by representatives of Forest Financial Planning Group, LLC.

© 2022 Forest Financial Planning Group, LLC All rights reserved.