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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

Please feel free to contact us with any questions.

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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

A Critical Combo: Life Insurance with Long-Term Care Benefits

Explains hybrid life+LTC policies that can provide care benefits or a death benefit.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Making It Make Sense: The Roth 5-Year Rule

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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Calculators

Savings Goals

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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Savings Accumulation

Estimate the future value of your current savings.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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