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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.Contact Us
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Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
The true cost of raising a child may be far more than you expect.
Healthy habits are one of the greatest gifts to give your child.
These food myths will really put a drain on your wallet.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Taking your Social Security benefits at the right time may help maximize your benefit.
When do you need a will? The answer is easy: Right Now.
Making the most of surprises is a great reason to work with us.
What does your home really cost?
With alternative investments, it’s critical to sort through the complexity.