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Blog

Two men sitting at a table and having a conversation
Presented by Kristen Smigelski | Apr 22, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Paper report.
Presented by Kristen Smigelski | Apr 19, 2022

Making Sense of Whole Life Insurance Premiums

Insurance
Critics of whole life insurance point to the higher premiums these plans require and the inflexibility of the payment schedule.
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Doctor visit.
Presented by Kristen Smigelski | Apr 15, 2022

Helpful Life Insurance Advice You Can Use

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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Handshake
Presented by Kristen Smigelski | Apr 12, 2022

Biggest Misconceptions About Business Insurance

Insurance
Business owners have a tremendous opportunity to generate significant rewards from a business in which they have invested heavily. However, as with any
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Elderly woman doing yoga in a park
Presented by Kristen Smigelski | Apr 8, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Parents holding their child's hands. The child is jumping
Presented by Kristen Smigelski | Apr 5, 2022

Sending Your Kids to College: What Should You Really Expect?

College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
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Man and pregnant wife sitting on bench.
Presented by Kristen Smigelski | Apr 1, 2022

What You Need to Know When Applying for Life Insurance

Insurance
When you buy a life insurance policy, you are essentially transferring your financial risk to a life insurer which then becomes obligated to pay your
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Dandelion blowing in the wind.
Presented by Kristen Smigelski | Mar 29, 2022

How Much Life Insurance Do You Really Need?

Insurance
For most people the difficult decision is not “if” they need life insurance, but “how much” life coverage they need. It’s a much bigger decision, and one that
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Colourful umbrellas.
Presented by Kristen Smigelski | Mar 25, 2022

Why You Need a Personal Liability Umbrella Policy

Insurance
An increasing number of people are starting to understand that their real risk exposure is not in the costs associated with repairing or replacing their car or
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Two people having a picnic by a lake
Presented by Kristen Smigelski | Mar 22, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Child with apple.
Presented by Kristen Smigelski | Mar 18, 2022

Insuring for the Underinsured and Uninsured

Insurance
It seems remarkable that more than one in seven drivers in the United States is uninsured. But with the slumping economy, that number is expected to increase
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Presented by Kristen Smigelski | Mar 15, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
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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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