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Blog

Credit cards in wallet in back pocket.
Presented by Kristen Smigelski | Jun 3, 2022

Personal Loans and Credit Card Payoffs - What You Need To Know

Education
Finance
FINRA Reviewed
Credit
With credit card interest rates ranging between 11% and 22%, it’s no wonder people are looking for alternative ways to manage and pay off their credit card debt
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Close up of a retired couple holding hands.
Presented by Kristen Smigelski | May 31, 2022

Debt After Death – Do You Have it Covered?

Insurance
Many people deal with credit card debt all of their lives with most of them giving little or no thought to what happens with their debt after they die. The fact
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Young woman pouring a drink for an older woman. They are sitting together at a table.
Presented by Kristen Smigelski | May 27, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Apps on tablet.
Presented by Kristen Smigelski | May 24, 2022

Investing Made Mobile: 5 Apps for the Smart Investor

Finance
Investments
The stock market is a fast-flying, quick U-turn, up and down game to play. It’s both exhilarating and exhausting. And, if you’re like most people, you’re
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Woman at university graduation.
Presented by Kristen Smigelski | May 20, 2022

Finance 101: A Lesson in Helping your Student Pay for College

Education
FINRA Reviewed
College
Savings
Family
You think back fondly on those halcyon collegiate days--studying in the quad, late-night pizza, tailgating for the big tailgating game, dorm living, tossing
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Wing of plane in sky.
Presented by Kristen Smigelski | May 17, 2022

Immediate and Deferred Annuities: Making Both Work for a Secure Retirement

Insurance
Retirement
Annuities has a long and historic lineage dating back to ancient times when Roman citizens and soldiers would receive an “annua”, or annual stipend,  from the
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Man in a graduation cap and gown
Presented by Kristen Smigelski | May 13, 2022

Repaying Student Loan Debt - 4 Tips to Get Started

College
For many, student loans are unavoidable. So how can you tackle them?
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Group exercise class in gym.
Presented by Kristen Smigelski | May 10, 2022

How to Keep Your Life Insurance Costs Down

FINRA Reviewed
Insurance
Risk Management
With rates as low and competitive as they have ever been, it’s as close to a “buyers” market in life insurance as you’ll see.  Still, in these cash-strapped
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A white house.
Presented by Kristen Smigelski | May 6, 2022

Protecting Your Biggest Asset

Insurance
Life is full of risks, and people make decisions everyday that require weighing those risks against their ability to protect themselves using their own
Read More
Dandelion blowing in the wind.
Presented by Kristen Smigelski | May 3, 2022

Insurance Made Cheaper Through Telematics

FINRA Reviewed
Insurance
The car insurance bill arrives and yet again you let a deep sigh—all things considered the rate is way higher than it should be. You’re a considerate, cautious
Read More
Children sitting on a bench together.
Presented by Kristen Smigelski | Apr 29, 2022

Leave your Legacy through Planned Giving

Education
Finance
FINRA Reviewed
There comes a point in life where you want to begin sharing or gifting all the things you’ve collected over the years—stories, wisdom, financial wealth. And
Read More
Married couple a bench staring at ocean.
Presented by Kristen Smigelski | Apr 26, 2022

Retire to Happiness: Tips to Thrive in the Next Chapter of Life

FINRA Reviewed
Retirement
Here’s a thought: retirement doesn’t mean the end. It doesn’t mean an end of self-importance or purpose, it just means a new chapter—a paradigm shift of what
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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

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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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