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 PhilosophyDownload Now
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Lesser Known Provisions of the SECURE Act
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
How does your ideal retirement differ from reality, and what can we do to better align the two?
It sounds simple, but paying yourself first can really pay off.
This checklist can give you a quick snapshot of how prepared you are.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Here's a breakdown of how the federal government spends your tax money.
Five overlooked tax deductions to help manage your tax bill.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator demonstrates the power of compound interest.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much of your Social Security benefit may be considered taxable.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
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
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
With alternative investments, it’s critical to sort through the complexity.
When do you need a will? The answer is easy: Right Now.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Around the country, attitudes about retirement are shifting.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.