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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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Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
For homeowners who think their property taxes are too high, there are ways to appeal.
Calculating your potential Social Security benefit is a three-step process.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Learn when it may not make sense to file a claim on your home insurance.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator demonstrates the power of compound interest.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
It's easy to let investments accumulate like old receipts in a junk drawer.
What if instead of buying that vacation home, you invested the money?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.