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.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Are Women and Financial Strategies a Mismatch?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Understanding the value of a home warranty.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Second marriages are a trigger event to revisit any existing estate strategies.
Understanding how capital gains are taxed may help you refine your investment strategies.
As our nation ages, many Americans are turning their attention to caring for aging parents.
How to help determine life insurance needs to provide for your family after you pass away.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Do you have causes that you want to support with donations? Here are three tips.
Smart investors take the time to separate emotion from fact.
There are three things to consider before dipping into retirement savings to pay for college.
Are Real Estate Investment Trusts right for your portfolio?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.