Welcome to Vault. Our goal 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 Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Suddenly Single: 3 Steps to Take Now
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
However exciting retiring abroad may sound, it deserves considerable planning.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Probate can be a completely public process, or it can be managed to include as little information as possible.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the financial impact of leasing versus buying an automobile.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the potential capital gains taxes due on your transactions.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Investors seeking world investments can choose between global and international funds. What's the difference?
A bucket plan can help you be better prepared for a comfortable retirement.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
The decision whether to buy or rent a home may have long-term implications.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
There’s an alarming difference between perception and reality for current and future retirees.