Broker Check
The Latte Lie and Other Myths Is Tax Reform on the Agenda? It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination

As Seen In...

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


Download our brochure to learn more about our Philosophy

Download Now


In the News...

Helpful Content

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Crowdfunding—Capital for the 21st Century

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

 

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

View all articles arrow

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

View all calculators arrow

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

View all videos arrow