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.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
An increasing number have been developed to help individuals with their personal finances.
Is your estate in order? This short quiz may help you assess your overall strategy.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator demonstrates the power of compound interest.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to compare the future value of investments with different tax consequences.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Do you have causes that you want to support with donations? Here are three tips.
There’s an alarming difference between perception and reality for current and future retirees.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What does your home really cost?
There are things you can do to keep yourself safe when you lose your wallet.