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Blog

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.
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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
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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?
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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
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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.
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SUV driving down highway.
Presented by Kristen Smigelski | Jan 11, 2022

Optimizing Capacity in Your Auto Insurance Policy

Education
Insurance
For many people, structuring their auto insurance policy comes down to obtaining the greatest amount of coverage at the lowest cost. Because auto insurance has
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Wind turbine.
Presented by Kristen Smigelski | Jan 7, 2022

Why Should I Buy an Annuity?

Insurance
Annuity
Annuities are more than just financial products. They are financial solutions that fill a need or address a concern, whether it is for tax savings, guaranteed
Read More
Presented by Kristen Smigelski | Jan 4, 2022

Charitable donations can mean big tax deduction—unless you donated to a fraud

Education
Tax Planning
Donations to charities are a win-win when it comes to filing taxes. You can feel good about helping a cause you care about as well as write off the donations to
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Students studying around a table.
Presented by Kristen Smigelski | Dec 31, 2021

Affording an A+ Education

Education
College
Family
Too wealthy for financial aid and too strapped to pay out of pocket? Turn to other options.
Read More
Skyscrapers
Presented by Kristen Smigelski | Dec 28, 2021

Robots versus Humans: Financial Advisers for the Digital Age

Technology
Robo Advisors
The digital world has transformed professional industries in unique ways that prior to internet access would have been impossible. Doctors can monitor patients
Read More
Presented by Kristen Smigelski | Dec 24, 2021

Financial Resolutions: 7 Tips to Keep You Accountable

Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
Read More
Apps on tablet.
Presented by Kristen Smigelski | Dec 21, 2021

FinTech - What Apps You Should Know

Technology
Smart-phones are less of an option these days and more of an extension of everyday life. Your phone is there for you when you need to know the weather, connect
Read More

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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.

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