Private Wealth Management For Select Individuals
Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Regatta Research & Money Management, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Understanding how a stock works is key to understanding your investments.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
With alternative investments, it’s critical to sort through the complexity.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Agent Jane Bond is on the case, infiltrating the world of bonds.
There are things you can do to keep yourself safe when you lose your wallet.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Do you have causes that you want to support with donations? Here are three tips.