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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Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
U.S. Personal Savings Rate
What can be learned from the savings rate?
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Even low inflation rates over an extended period of time can impact your finances in retirement.
This worksheet can help you estimate the costs of a four-year college program.
Knowing your options when a CD matures can help you make a sound investment decision.
Being healthy not only makes you feel good, it may also help you financially.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator shows how inflation over the years has impacted purchasing power.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential capital gains taxes due on your transactions.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Learning more about gold, and its history, may help you answer that question.
Have you explored all of your choices when it comes to managing your taxable income?
Why are 401(k) plans, annuities, and IRAs so popular?
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
What are your options for investing in emerging markets?