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.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
When do you need a will? The answer is easy: right now.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Recent changes in estate tax laws could affect the strategy you have in place.
Have you explored all of your choices when it comes to managing your taxable income?