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.
How Income Taxes Work
A quick look at how federal income taxes work.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Every year the IRS releases its a of tax scams, spotlighting some ways that people try to separate you from your money.
A few strategies that may help you prepare for the cost of higher education.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Here are six flags that may make your tax return prime for an IRS audit.
Understanding how a stock works is key to understanding your investments.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator demonstrates the power of compound interest.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you should be saving for college.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
There are hundreds of ETFs available. Should you invest in them?
When do you need a will? The answer is easy: right now.
Are you ready for retirement? Here are five words you should consider.
Even low inflation rates can pose a threat to investment returns.
Here are five facts about Social Security that might surprise you.