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Blog

An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Presented by Kristen Smigelski | Dec 17, 2021

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Cartoon Robot.
Presented by Kristen Smigelski | Dec 14, 2021

What's the Deal with Robo Advisors?

Technology
Robo Advisors
If you follow any financial publications, there’s no doubt that you’ve seen the words “Robo Advisor” splashed across the pages. It’s flashy, it’s buzzy, but
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Stock Image
Presented by Kristen Smigelski | Dec 10, 2021

How to Protect Your Personal Data Online

Privacy
Technology
Data breaches, once a fairly rare occurrence, have become more frequent as hackers become more skilled in their ability to extract personal data from popular
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Child running on wooden bridge.
Presented by Kristen Smigelski | Dec 7, 2021

Beyond just an Allowance: How to Engage your Young Kids in Learning about Money from a Young Age

Education
Savings
Lifestyle
Family
Think back to those early days in life when it seemed like everything in the candy aisle was free if you begged your parents hard enough. Not a fleeting thought
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Compass on wood table.
Presented by Kristen Smigelski | Dec 3, 2021

The Biggest Reasons to Own Life Insurance

Insurance
Family
Most financial planning experts agree that life insurance should form the foundation of everyone’s financial plan.  For most families, their most basic
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Dandelion blowing in the wind.
Presented by Kristen Smigelski | Nov 30, 2021

Financial Win-Win: Give to Charity and Avoid the Income Taxes on $100k

Education
Investments
Tax Planning
Lifestyle
The tax code, with all of its hundreds of pages of regulations, stipulations, and loopholes always leave something be learned. Not only is the U.S. Internal
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Kids sitting on a bench.
Presented by Kristen Smigelski | Nov 23, 2021

Everything you Need to Know About Buying a Life Insurance Policy

Education
Insurance
Family
If you are at the point where you are asking how to buy a life insurance policy, then you have already made the most important financial decision, which is to
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Row of houses.
Presented by Kristen Smigelski | Nov 19, 2021

Making Money in Real Estate: Pitfalls to Prepare For

Investments
Property
Real Estate
Ask anyone and even if they don’t know a thing about investing they’ll say, “oh, real estate is a great investment!” Well, it can be if you approach it in a
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Presented by Kristen Smigelski | Nov 12, 2021

Social Security Facts for 2022

Retirement
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
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Two Volkswagen beetles in a field.
Presented by Kristen Smigelski | Nov 9, 2021

Demystifying Auto Insurance Rates and How to Lower Them

Insurance
For some people, getting an auto insurance quote is a lot like spinning a roulette wheel; you don’t know what will come up, and each time you spin it (getting
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A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Presented by Kristen Smigelski | Nov 5, 2021

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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Man and pregnant wife sitting on bench.
Presented by Kristen Smigelski | Nov 2, 2021

Three Ways to Lower Your Insurance Costs This Year

Insurance
Family
Health
If you haven’t reviewed your insurance coverage in a while, you might be surprised with how many ways you can save costs. Here are three tips for lowering your
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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

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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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