Live for Today, Plan for Tomorrow
ConfidentVision works in partnership with high net-worth individuals, pre-retirees and businesses to evaluate our very successful concepts and devise strategies that become a blueprint for the implementation of life solutions. We utilize a one-to-one approach, state-of-the-art resources, and the expertise of networking professionals to provide leading-edge planning to an ever-expanding client base across the country.
The ConfidentVision team has been helping individuals pursue their enhancement of wealth and achieve their retirement goals for over two decades. The leadership role we take, and our process of coordinating the efforts of other advisors, ensures the services that should be provided, are provided…on time and as promised.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
It's important to understand how inflation is reported and how it can affect investments.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Pundits say a lot of things about the markets. Let's see if you can keep up.
When do you need a will? The answer is easy: right now.
Understanding the cycle of investing may help you avoid easy pitfalls.
There’s an alarming difference between perception and reality for current and future retirees.
Here are five facts about Social Security that might surprise you.