Welcome to Vault. We provide a holistic approach to wealth management. Our goal is to help you and be a resource for all things financial. Consider us your personal CFO!
Our mission is to promote financial literacy and help you understand tax and financial concepts in a simple and enjoyable manner. We want to help you to make educated and informed financial decisions. We try to publish as much information as possible, making it straightforward and easy to understand. Should you have any further questions, call us today at (561) 223-3252. We will be happy to help!
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What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Simple steps may help you foil hackers and protect your privacy.
44% of small businesses are victims of cyber attacks. Here’s how to protect yours.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Assess how many days you'll work to pay your federal tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The decision whether to buy or rent a home may have long-term implications.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
It's easy to let investments accumulate like old receipts in a junk drawer.
There’s an alarming difference between perception and reality for current and future retirees.
Have you explored all of your choices when it comes to managing your taxable income?