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Confident Vision Retirement Group

11138 State Bridge Road, Suite 100
Johns Creek, Georgia 30022

(770) 688-8000

 
Ready For Retirement? Charitable Giving: Smart from the Heart Ray O'Connell - Altus Wealth Strategies Estate Management 101

Helpful Content

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Estimating the Cost of College

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Annuity Comparison

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

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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