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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
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
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.
The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
College Savings
See how much you may need to save now to cover future college costs for your child.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
Saving for College 101
Here's a crash course on saving for college.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Rightsizing for Retirement
What does your home really cost?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.