Regatta Research & Money Management LLC

08/27/2026

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

Explore retirement, investing, taxes, and financial planning resources from Regatta Research & Money Management in Metairie, Louisiana, with practical insights.

08/26/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Retirement and money, explained simply. Financial planning resources, retirement planning articles, and wealth management insights from Regatta's team.

08/25/2026

Financial planning isn't about saying "no" to everything you enjoy.

It's about building a plan that allows you to enjoy life today while preparing for tomorrow.

Whether your goals include traveling, buying a home, retiring comfortably, or helping future generations, every financial journey starts with a plan.

What are you looking forward to most in the years ahead?

08/25/2026

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Retirement and money, explained simply. Financial planning resources, retirement planning articles, and wealth management insights from Regatta's team.

08/24/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Retirement and money, explained simply. Financial planning resources, retirement planning articles, and wealth management insights from Regatta's team.

08/21/2026

Do you know where these important documents are?

📄 Your will
📑 Your power of attorney
❤️ Your healthcare directive

These documents are essential parts of an estate plan and can provide guidance during some of life's most difficult moments.

If it's been several years since you've reviewed your estate planning documents—or if you haven't created them yet—it may be a good time to start the conversation.

Planning ahead is one of the greatest gifts you can leave your loved ones.

08/21/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

08/20/2026

Even if you’re young and single, you should still consider protecting yourself with insurance.

Even if you’re young and single, you should still consider protecting yourself.

08/19/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

08/18/2026

Most people see the meeting. What they don’t always see is everything that happens behind the scenes to make it happen.

Before a client sits down with one of our advisors, there’s a lot of preparation underway—reviewing accounts, preparing reports, organizing paperwork, coordinating with custodians, and making sure the details are in place. That’s where Libby comes in!

One of the many hats Libby wears at Regatta is helping coordinate the client meeting process from start to finish. From scheduling and preparation to reporting and follow-up, she helps make sure our advisors and clients have what they need.

For Libby, it’s more than checking boxes off a list. She’s proud to play a part in helping our clients and their families stay organized, informed, and working toward their financial goals.

To all of our clients who trust Regatta Research & Money Management—thank you. We appreciate the opportunity to serve you and your families every day.