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 Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
There are ways to improve your physical fitness without denting your fiscal fitness.
The uncertainties we face in retirement can erode our sense of confidence.
Understanding how a stock works is key to understanding your investments.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
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
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 seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Here are five facts about Social Security that might surprise you.
Investors seeking world investments can choose between global and international funds. What's the difference?
Why are 401(k) plans, annuities, and IRAs so popular?
Do you have causes that you want to support with donations? Here are three tips.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.