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Blog

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
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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
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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
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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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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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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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