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.
Helpful Content
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Insuring Your Business With a Buy/Sell Agreement
Buy/sell agreements are designed a business against the death of a principal or key employee.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
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Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Tax Freedom Day
Assess how many days you'll work in 2012 to pay federal tax liability.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Acres of Diamonds
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
The Good Ship IPO
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.