Skip to main content
menu
  • Home
  • About
    • Meet your Advisor
    • Our Philosophy
    • Our Process
  • Our Services
    • Investment Planning
    • Retirement and Income Planning
    • Longevity Planning
    • Estate Preservation and Legacy Planning
    • 401(k) Self-Directed Brokerage
    • Charitable Giving
    • Special Needs Financial Planning
  • Events
  • Resources
    • Client Login
    • Financial Calculators
    • Useful Links
    • Blog
    • Videos
  • Contact Us
  • Retirement Roadblocks
  • What is Your Financial Freedom?

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Blog

Close up portrait of child giving two thumbs up
Presented by Kristen Smigelski | May 23, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

Read More
Two women sitting outside on a patio. One woman is playing guitar, and the other is listening and smiling.
Presented by Kristen Smigelski | May 8, 2023

Is it Always Better to Purchase a Home?

Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
Read More
default blog image
Presented by Kristen Smigelski | May 8, 2023

Infographic: What's Your Risk Management Plan?

Risk Management

6 organization tips taxes.jpg

 

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

Read More
Toddler standing at the bottom of a stone staircase
Presented by Kristen Smigelski | Feb 21, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
Read More
Ten key accounting calculator on a soft yellow desk
Presented by Kristen Smigelski | Feb 17, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
Read More
A calculator and a pen on top of a graph
Presented by Kristen Smigelski | Feb 6, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
Read More
Man sitting on a park bench and working on a laptop
Presented by Kristen Smigelski | Jan 24, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
Read More
Parent reading a book to their newborn child
Presented by Kristen Smigelski | Jan 17, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
Read More
Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Presented by Kristen Smigelski | Jan 10, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
Read More
Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Presented by Kristen Smigelski | Dec 16, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
Read More
stock
Presented by Kristen Smigelski | Dec 6, 2022

Top 5 Financial Terms You Should Understand

Finance
Investments

In recent weeks, you may have heard the word recession a lot. You may even have a vague understanding of what a recession is, but would like a better

Read More
Hand holding a bill with a red "Past Due" stamp on it
Presented by Kristen Smigelski | Dec 2, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Page 3
  • Page 4
  • Current page 5
  • Page 6
  • Page 7
  • Page 8
  • Page 9
  • Next page Next ›
  • Last page Last »

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.

© 2025 Forest Financial Planning Group, LLC All rights reserved.