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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
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
Building Your Legacy
A four-step framework for building a personal legacy.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Building Your Legacy
A four-step framework for building a personal legacy.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
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Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Forecast
This short video helps explain why markets can be as unpredictable as the weather.