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Blog

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Presented by Kristen Smigelski | Mar 8, 2022

Preserve Your Assets with Long-term Care Insurance

Insurance

With the average life expectancy surpassing age 85, the number of people who will require some sort of assistance performing daily living functions can be

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Presented by Kristen Smigelski | Mar 4, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Presented by Kristen Smigelski | Mar 1, 2022

Green Energy as an Investment Strategy

FINRA Reviewed
Investments

Green, clean energy has reached new heights in America. There are more hybrids than ever on the streets (Americans bought their four millionth hybrid car in

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Presented by Kristen Smigelski | Feb 25, 2022

Avoiding the Biggest Life Insurance Mistakes

Insurance

For anyone who has purchased life insurance, most would agree that it is one of the most critical financial moves they could make.  Yet, many people fail to

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Presented by Kristen Smigelski | Feb 22, 2022

Understanding Tax Scams

Tax Planning
Tax scams are likely to increase over the next few months. Here’s how to spot one.
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Presented by Kristen Smigelski | Feb 18, 2022

Buying vs. Leasing: Tips for Stretching your Car Budget as Far as it can Go

Education
Finance
FINRA Reviewed
Investments
For some a car is simply a means of getting from point A to point B; for others it’s a status symbol. Cars are a hobby, a passion, for some and necessity for
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Presented by Kristen Smigelski | Feb 15, 2022

What to Look for in a Disability Insurance Policy

Insurance
Disability
Unquestionably, disability insurance is more complicated than other forms of insurance. There are a lot of moving parts to understand in order to create the
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Presented by Kristen Smigelski | Feb 11, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Presented by Kristen Smigelski | Feb 8, 2022

Understanding Annuity Costs

Insurance
Annuity
There have been enough written and said about annuities to know that they do include certain costs that you wouldn’t ordinarily encounter with other types of
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Presented by Kristen Smigelski | Feb 4, 2022

The Best Place to Buy Life Insurance

Education
Insurance
There are literally hundreds of life insurance providers that offer thousands of life insurance products through a myriad of distribution channels.
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Presented by Kristen Smigelski | Feb 1, 2022

Helpful Life Insurance Advice You Can Use

Education
FINRA Reviewed
Insurance
Few consumer products are the object of a love/hate relationship as life insurance.  The thought of buying life insurance is not something that most physicians
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Presented by Kristen Smigelski | Jan 28, 2022

Life Unexpected: Are You Prepared?

Insurance
Family
Health
Life happens, and, when it does, it sometimes has a tendency to get in the way of the things we are trying do for ourselves and our families.
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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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