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Regal Bay Investment Group, LLC

250 E Wisconsin Ave., Suite 1500
Milwaukee, WI 53202

Phone:

414-225-3551

Fax:

414-225-3558

E-mail:

[email protected]

Calculators

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Contact Us

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Welcome to Regal Bay Investment Group, LLC

Our Mission

As a fiduciary, Regal Bay Investment Group, LLC (“Regal Bay”) provides our clients with peace of mind through personal holistic investment advice and financial planning. Our credentials and experienced Investment Advisory Team will work with you to design and execute a financial plan that best suits your financial goals.

Newsletters

The Employment Situation: A Closely Watched Report

Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

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Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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HOT TOPIC: Trade Roundup: New Tariff Actions and Rates

This article explains newly implemented and upcoming tariffs and their potential economic impact.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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