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Blog

A teenager holding a yellow and blue longboard talking to her friend
Presented by Kristen Smigelski | Jul 15, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Presented by Kristen Smigelski | Jul 12, 2022

Are You Nominally or Really on Track to Your Retirement Goals?

Finance
Retirement
Amidst the more obvious lingering effects of a sluggish economy, such as slow job growth, decreasing incomes, low interest rates and shaky consumer confidence
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Presented by Kristen Smigelski | Jul 8, 2022

With Stocks Still Near Their Highs What Should Retirees Do Now?

Finance
Retirement
Although the stock prices are trading near their all-time highs, it hasn’t exactly been a joy ride for retirees who are counting on their retirement plans for a
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Presented by Kristen Smigelski | Jul 5, 2022

Investing for Retirement: What Would Warren Buffett Do?

Retirement
Caught in an extraordinary convergence of unhinged stock market volatility and historically low interest rates on savings, many people are rethinking their
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Mother and child working on a laptop together
Presented by Kristen Smigelski | Jul 1, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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Presented by Kristen Smigelski | Jun 28, 2022

3 Risk Factors that Can Improve Portfolio Performance

Finance
Investments
For as long as there has been stock markets, investors have intuitively known that expectations of returns come with commensurate expectations of risk; the
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Presented by Kristen Smigelski | Jun 24, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Paper report.
Presented by Kristen Smigelski | Jun 21, 2022

Managing Student Loan Debt Through Consolidation

Finance
FINRA Reviewed
The figures out last year show that the average amount of student loan debt a student graduates with is a little more than $35,000. Most graduates are carrying
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Teddy bear.
Presented by Kristen Smigelski | Jun 17, 2022

Why Bear Markets Don’t Matter

Finance
Investments
If you’ve been listening to the financial media of late you have no doubt heard some of the so-called experts prognosticating on the prospect of the next big
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Dad holding children in field.
Presented by Kristen Smigelski | Jun 14, 2022

How to Purchase the Right Amount of Life Insurance

FINRA Reviewed
Insurance
Anyone with a family to protect understands the critical role life insurance plays in their financial plan However,  in determining the actual amount of
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Row of classic cars.
Presented by Kristen Smigelski | Jun 10, 2022

Your Auto Insurance Doesn’t Cover Your Biggest Risk

Insurance
Most people are quick to purchase the maximum collision and comprehensive coverage available to protect their new car.  However, the costs associated with
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Two yellow balloons with smiley faces on them
Presented by Kristen Smigelski | Jun 7, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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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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