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.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Emerging Market Opportunities
What are your options for investing in emerging markets?
The New Red Scare: Chinese Ownership of U.S. Debt
Would it surprise you to hear that China owns just 8% of the total outstanding debt of the U.S. Government?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
It's important to make sure your retirement strategy anticipates health-care expenses.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
This calculator helps estimate your federal estate tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Understanding the cycle of investing may help you avoid easy pitfalls.
Recent changes in estate tax laws could affect the strategy you have in place.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Learning more about gold, and its history, may help you answer that question.