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Blog

Presented by Kristen Smigelski | Sep 14, 2021

Financial Planning for Young Professionals

Finance
College
Savings
Lifestyle
You're 25 and feeling alive. You're settling into life after university, paying off your debts and slowly figuring how to "adult". But with the responsibility
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Grandmother and granddaughter knitting together
Presented by Kristen Smigelski | Sep 10, 2021

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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Robot with computer.
Presented by Kristen Smigelski | Sep 7, 2021

Financial Advisors vs. Robo Advisors - Which Is Worth It?

Finance
Robo Advisors
What’s the difference between a robo advisor and an actual financial advisor? It may seem like there’s an obvious answer - I mean one’s a software - but truly
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Married couple a bench staring at ocean.
Presented by Kristen Smigelski | Sep 3, 2021

When Life Insurance Makes Financial Sense in Retirement

Insurance
Retirement
When most people think about life insurance, it is something to be purchased when we’re young with financial responsibilities and dependents to protect. Any
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Paris skyline.
Presented by Kristen Smigelski | Aug 31, 2021

Think You’re Covered for Travel Abroad? Think Again

Insurance
World travel, both for business and pleasure, is on the rise again and with it the risk exposures for travelers. Liabilities and risks that most people
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Woman in a suit holding a piece of paper. She is in an office setting.
Presented by Kristen Smigelski | Aug 27, 2021

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Emergency exit door.
Presented by Kristen Smigelski | Aug 24, 2021

Your Emergency Fund and You

Risk Management
Savings
Summer’s finally here. The sun is out, it’s warm, the days are longer, and your worries seem just a little bit further away. But folks, I’m sorry to say
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Political section of newspaper.
Presented by Kristen Smigelski | Aug 20, 2021

How Political Climates Affect the Financial Markets

Finance
If you’re a fan of political dramas on televisions, you’ll know that the turbulent world of politics has an affect on the global financial markets. But what
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Old school car with city view in background.
Presented by Kristen Smigelski | Aug 17, 2021

Should You Purchase Car Rental Insurance?

Insurance
Property
Anyone who has ever rented a car knows that cringing feeling that comes up when the rental agent asks whether you want to purchase rental car insurance. It’s
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Wall street street sign.
Presented by Kristen Smigelski | Aug 13, 2021

5 Common Financial Terms - You Probably Should Know

Education
Finance
If you’re just starting to take charge of your financial future, it can be stressful approaching financial planning with confidence. Do you ever talk to your
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Checklist
Presented by Kristen Smigelski | Aug 10, 2021

The Power of Compound Interest

Education
Investments
Remember your mid-twenties when retirement seemed like a lifetime away, and living paycheck to paycheck was not only the norm, but your reality. ‘If only I knew
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Married couple a bench staring at ocean.
Presented by Kristen Smigelski | Aug 6, 2021

Life Insurance Replacement: What You Need to Know

Insurance
The purchase of life insurance is typically triggered by a life event, such as marriage, the birth of a child, a home purchase or a job promotion. So, it is not
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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.

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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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