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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.
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Helpful Content
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
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Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.