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.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Being healthy not only makes you feel good, it may also help you financially.
Here are five facts about Social Security that are important to keep in mind.
The true cost of raising a child may be far more than you expect.
Gaining a better understanding of municipal bonds makes more sense than ever.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
An inside look at how marginal income tax brackets work.
Estimate how much you have the potential to earn during your working years.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help determine whether it makes sense to refinance your mortgage.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
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.
If you died, what would happen to your email archives, social profiles and online accounts?
Why are 401(k) plans, annuities, and IRAs so popular?
Do you have causes that you want to support with donations? Here are three tips.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A quick history of the Federal Reserve and overview of what it does.
Three things to consider before dipping into retirement savings to pay for college.