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Confident Vision Retirement Group

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

(770) 688-8000

 
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Helpful Content

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Inflation - Back to the Future

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

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

Protecting Those Who Matter Most

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

Tax Management Strategies

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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