Confident Vision Retirement Group

3480 Preston Ridge Road, Suite 185
Alpharetta, Georgia 30005

(770) 688-8000

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Helpful Content

The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Estimating the Cost of College

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

Systematic Withdrawals in Retirement - Clear and Wrong?

Taking regular, periodic withdrawals during retirement can be quite problematic.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Succeeding at Business Succession

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

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Tax Freedom Day

Assess how many days you'll work in 2012 to pay federal tax liability.

Federal Income Tax

Use this calculator to estimates your income tax liability along with average and marginal tax rates.

What Is My Current Cash Flow?

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

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Investment Strategies for Retirement

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

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

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

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