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

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The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

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Estate Management 101

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Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

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Universal Life Insurance

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It's important to understand how inflation is reported and how it can affect investments.

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Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Assess whether you are running “in the black” or “in the red” each month.

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Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Do You Feel Lucky?

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

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What does your home really cost?

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

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