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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How Income Taxes Work
A quick look at how federal income taxes work.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
An increasing number have been developed to help individuals with their personal finances.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator will help determine whether you should invest funds or pay down debt.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Have you explored all of your choices when it comes to managing your taxable income?
How will you weather the ups and downs of the business cycle?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
$1 million in a diversified portfolio could help finance part of your retirement.