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Blog

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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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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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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