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Blog

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Presented by Kristen Smigelski | Jul 16, 2021

Infographic: 6 Easy Organization Tips to Take Time off of Taxes

Tax Planning

6 organization tips taxes.jpg

Resources:

  1. https://blog.mint.com/how-to/how-to-organize-your-tax-records-and-receipts-0214/
  2. http://money.howstuffworks.com/personal-finance/personal-income
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Calculator with financial numbers.
Presented by Kristen Smigelski | Jul 13, 2021

Why Solo Practitioners Should Not Forget About Business Overhead Expense Insurance

Insurance
At 36 years old, Jennifer had it all – a growing practice, 3 excellent employees and a beautiful suite in a new medical complex. Having spent considerable time
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Presented by Kristen Smigelski | Jul 9, 2021

Financial Planning in Your 30s: The 3 Goals Every 30-Something Year Old Should Have

Finance
30 is a divisive number. To the young, it’s the time when you’re thrust into full blown adulthood, whether you’re ready or not. To the young at heart, 30 may be
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Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Presented by Kristen Smigelski | Jul 6, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Group of students studying.
Presented by Kristen Smigelski | Jul 2, 2021

Why Young People Still Need Financial Professionals

Finance
It’s that time again - the end of a fiscal year and that means tax season is just around the corner. With each passing filing it seems as though young
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Aerial view of beach.
Presented by Kristen Smigelski | Jun 29, 2021

How to Save Money, When Saving Seems Impossible

Savings
Nearly every day, we’re told that saving is the key to financial success. But for many, living paycheck to paycheck isn’t just unavoidable but a reality faced
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Row of classic cars.
Presented by Kristen Smigelski | Jun 25, 2021

Is Your Classic/Collector Car Underinsured?

Property
Risk Management
Insurance
In the wake of hurricanes Harvey and Irma, two of the worst storms to make landfall in the U.S., the fate of thousands of homeowners is still up in the air. So
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Mother and daughter cooking and laughing
Presented by Kristen Smigelski | Jun 22, 2021

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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Male stretching on patio.
Presented by Kristen Smigelski | Jun 18, 2021

Get In shape - Financial Fitness 101

Finance
Lifestyle
We’re all familiar with fitness fanatics, raving about life changing workouts guaranteed to get you into tip top shape. While there is a new fitness craze in
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Close up of a retired couple holding hands.
Presented by Kristen Smigelski | Jun 15, 2021

Will Retirement Investors Tolerate the Next Big Downturn? The Case for Fixed Indexed Annuities

Annuity
Retirement
No one can predict with any degree of certainty when the next market correction or bear market will occur, or how long it will last. What we do know is that, at
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Presented by Kristen Smigelski | Jun 11, 2021

Infographic: Helpful Life Insurance Advice You Can Use

Insurance

Helpful Life Insurance Advice You Can Use.png

 

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal

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Windy road.
Presented by Kristen Smigelski | Jun 4, 2021

How to Crack Into the World of Financial Planning

Finance
Savings
Lifestyle
Millennials get a bad rep. Too often does the media say that they’re lazy, unmotivated to work hard, and frivolous with their spending habits. On a weekly basis
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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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