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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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The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Currency has been around for a long time. Here’s a quick history lesson.
Simple steps may help you foil hackers and protect your privacy.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Understanding how capital gains are taxed may help you refine your investment strategies.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your capital gains tax.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
How will you weather the ups and downs of the business cycle?
All about how missing the best market days (or the worst!) might affect your portfolio.
Why are 401(k) plans, annuities, and IRAs so popular?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
It’s never a bad time to speak with your financial advisor about changes in your situation.