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 | Feb 22, 2022

Understanding Tax Scams

Tax Planning
Tax scams are likely to increase over the next few months. Here’s how to spot one.
Read More
Row of classic cars.
Presented by Kristen Smigelski | Feb 18, 2022

Buying vs. Leasing: Tips for Stretching your Car Budget as Far as it can Go

Education
Finance
FINRA Reviewed
Investments
For some a car is simply a means of getting from point A to point B; for others it’s a status symbol. Cars are a hobby, a passion, for some and necessity for
Read More
Patient walking with a walker.
Presented by Kristen Smigelski | Feb 15, 2022

What to Look for in a Disability Insurance Policy

Insurance
Disability
Unquestionably, disability insurance is more complicated than other forms of insurance. There are a lot of moving parts to understand in order to create the
Read More
Presented by Kristen Smigelski | Feb 11, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
Read More
Charts and graphs on paper.
Presented by Kristen Smigelski | Feb 8, 2022

Understanding Annuity Costs

Insurance
Annuity
There have been enough written and said about annuities to know that they do include certain costs that you wouldn’t ordinarily encounter with other types of
Read More
Old men playing chess.
Presented by Kristen Smigelski | Feb 4, 2022

The Best Place to Buy Life Insurance

Education
Insurance
There are literally hundreds of life insurance providers that offer thousands of life insurance products through a myriad of distribution channels.
Read More
Wing of plane in sky.
Presented by Kristen Smigelski | Feb 1, 2022

Helpful Life Insurance Advice You Can Use

Education
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
Man and pregnant wife sitting on bench.
Presented by Kristen Smigelski | Jan 28, 2022

Life Unexpected: Are You Prepared?

Insurance
Family
Health
Life happens, and, when it does, it sometimes has a tendency to get in the way of the things we are trying do for ourselves and our families.
Read More
Books on shelves.
Presented by Kristen Smigelski | Jan 25, 2022

The Higher Your Profile, the Bigger the Lawsuits

Education
Insurance
It sucks to be rich. At least that’s how one might interpret the general feelings of high net-worth individuals who respond to the ACE Private Risk Services
Read More
Professionally dressed man and woman looking at a tablet
Presented by Kristen Smigelski | Jan 21, 2022

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
Read More
Woman at university graduation.
Presented by Kristen Smigelski | Jan 18, 2022

Meet the 529: Your Best New Collegiate Friend

Education
College
Savings
After the shock and joy immediately following the baby’s birth then all the other emotions set in as you mentally fast forward through the sudden expenses to be
Read More
A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Presented by Kristen Smigelski | Jan 14, 2022

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 8
  • Page 9
  • Page 10
  • Page 11
  • Current page 12
  • Page 13
  • Page 14
  • Page 15
  • Page 16
  • 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.

© 2025 Forest Financial Planning Group, LLC . All rights reserved.