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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Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Can you keep up with your children’s mobile slang?
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Your credit score may influence how much you pay for auto and home insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Why are 401(k) plans, annuities, and IRAs so popular?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Are you ready for retirement? Here are five words you should consider.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Smart investors take the time to separate emotion from fact.