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Blog

A pair of reading glasses sitting on an open textbook. The book has content on taxes.
Presented by Kristen Smigelski | Oct 29, 2021

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Child running on wooden bridge.
Presented by Kristen Smigelski | Oct 26, 2021

Habits of a Savvy Saving Family

Education
Savings
Family
When people warn you that having kids is expensive, it’s no joke. From diapers to food, braces to sports activities the costs add up quick. For a middle-income
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Handshake
Presented by Kristen Smigelski | Oct 22, 2021

Protect Your Business (and Your Family) with a Buy-Sell Agreement

Insurance
Family
Imagine the following scenario: You run a successful business with your business partner of 20 years. Your business partner dies unexpectedly. After the funeral
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Google home.
Presented by Kristen Smigelski | Oct 19, 2021

Investment to Watch: Smart Home Technology

Investments
The term “smart home” sounds like something out of a movie on Syfy or a place where intelligent people go to converge. Yet, the concept isn’t new by any means
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Large house.
Presented by Kristen Smigelski | Oct 15, 2021

High Net Worth Families Need a Complete Risk Management Plan

Insurance
Risk Management
Family
Because there isn’t a one-size-fits-all plan that could possibly fit the unique needs of every family, risk management is a process that focuses on the problem
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Woman holding coins in hands.
Presented by Kristen Smigelski | Oct 12, 2021

Retained Life Estate: Open the Door to Tax Charitable Deductions

Education
Estate Planning
Tax Planning
Real Estate
A home is a place to rest your head, to create memories, and to cook dinner. It’s where your pets are—your family. What people most often forget about their
Read More
An exit sign in a modern office building
Presented by Kristen Smigelski | Oct 8, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Hospital hallways.
Presented by Kristen Smigelski | Oct 5, 2021

What are Disabilities Policies and Why Would You Need One?

Education
Insurance
Disability
The prospect of suddenly having to face life with a disability that limits your ability to work in the way you’re used always seems unlikely. Disability is
Read More
Business person pointing at laptop screen.
Presented by Kristen Smigelski | Oct 1, 2021

Insuring Lifetime Income Sufficiency with a Split Annuity

Retirement
Annuity
Annuities have provided retirees with a safe and secure retirement solution for generations.  Deferred annuities have been a solid way to accumulate retirement
Read More
Married couple a bench staring at ocean.
Presented by Kristen Smigelski | Sep 28, 2021

Beneficiary Benefits—Keeping Designees Updated Matters Big Time

Insurance
Family
The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the
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Wing of plane in sky.
Presented by Kristen Smigelski | Sep 21, 2021

Game of Life: Financial Planning At Every Age

Education
Finance
Family
If you’ve ever played the Game of Life board game, it becomes clear that compressed into the colorful path there are various stages of life. Each stage holds
Read More
Calculator with financial numbers.
Presented by Kristen Smigelski | Sep 17, 2021

All Gain with no Pain? What You Need to Know About Indexed Annuities

Investments
The annuity industry must have studied the story of Goldilocks and the Three Bears because, after recognizing that investors weren’t very keen on low fixed
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

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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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