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!
Sign up for our newsletter to receive FREE tax and financial tips which could save you money.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Here's a breakdown of how the federal government spends your tax money.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Use this calculator to estimate your capital gains tax.
This calculator will help determine whether you should invest funds or pay down debt.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much you have the potential to earn during your working years.
Assess how many days you'll work to pay your federal tax liability.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Smart investors take the time to separate emotion from fact.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Recent changes in estate tax laws could affect the strategy you have in place.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”