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Blog

Presented by Kristen Smigelski | Jan 14, 2022

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Presented by Kristen Smigelski | Jan 11, 2022

Optimizing Capacity in Your Auto Insurance Policy

Education
Insurance
For many people, structuring their auto insurance policy comes down to obtaining the greatest amount of coverage at the lowest cost. Because auto insurance has
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Presented by Kristen Smigelski | Jan 7, 2022

Why Should I Buy an Annuity?

Insurance
Annuity
Annuities are more than just financial products. They are financial solutions that fill a need or address a concern, whether it is for tax savings, guaranteed
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Presented by Kristen Smigelski | Jan 4, 2022

Charitable donations can mean big tax deduction—unless you donated to a fraud

Education
Tax Planning
Donations to charities are a win-win when it comes to filing taxes. You can feel good about helping a cause you care about as well as write off the donations to
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Presented by Kristen Smigelski | Dec 31, 2021

Affording an A+ Education

Education
College
Family
Too wealthy for financial aid and too strapped to pay out of pocket? Turn to other options.
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Presented by Kristen Smigelski | Dec 28, 2021

Robots versus Humans: Financial Advisers for the Digital Age

Technology
Robo Advisors
The digital world has transformed professional industries in unique ways that prior to internet access would have been impossible. Doctors can monitor patients
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Presented by Kristen Smigelski | Dec 24, 2021

Financial Resolutions: 7 Tips to Keep You Accountable

Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
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Presented by Kristen Smigelski | Dec 21, 2021

FinTech - What Apps You Should Know

Technology
Smart-phones are less of an option these days and more of an extension of everyday life. Your phone is there for you when you need to know the weather, connect
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Presented by Kristen Smigelski | Dec 17, 2021

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Presented by Kristen Smigelski | Dec 14, 2021

What's the Deal with Robo Advisors?

Technology
Robo Advisors
If you follow any financial publications, there’s no doubt that you’ve seen the words “Robo Advisor” splashed across the pages. It’s flashy, it’s buzzy, but
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Presented by Kristen Smigelski | Dec 10, 2021

How to Protect Your Personal Data Online

Privacy
Technology
Data breaches, once a fairly rare occurrence, have become more frequent as hackers become more skilled in their ability to extract personal data from popular
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Presented by Kristen Smigelski | Dec 7, 2021

Beyond just an Allowance: How to Engage your Young Kids in Learning about Money from a Young Age

Education
Savings
Lifestyle
Family
Think back to those early days in life when it seemed like everything in the candy aisle was free if you begged your parents hard enough. Not a fleeting thought
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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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