Confident Vision Retirement Group

5210 McKinney Avenue, Third Floor
Dallas, Texas 75205

(214) 525-7500

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Interest Rates: How Low Can They Go? When Do You Need a Will? Ready for Retirement? Charitable Giving: Smart from the Heart

ConfidentVision

Live for Today, Plan for Tomorrow

ConfidentVision works in partnership with high net-worth individuals, pre-retirees and businesses to evaluate proven 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.

 

Helpful Content

Best Performing Asset Classes

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Ready for Retirement?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

 

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Should I Invest in Gold?

Learning more about gold, and its history, may help you answer that question.

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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