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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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Tips on insuring your teen driver.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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 income may be needed at retirement to maintain your standard of living.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
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
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There’s an alarming difference between perception and reality for current and future retirees.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
There are a few things to consider when buying or leasing your next vehicle.
Learn about the importance of having an estate strategy in this helpful and informative video.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
How will you weather the ups and downs of the business cycle?