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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Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
U.S. Personal Savings Rate
What can be learned from the savings rate?
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Second marriages are a trigger event to revisit any existing estate strategies.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Healthy habits are one of the greatest gifts to give your child.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
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.
Do you know these three personal finance sayings?
$1 million in a diversified portfolio could help finance part of your retirement.
Smart investors take the time to separate emotion from fact.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Recent changes in estate tax laws could affect the strategy you have in place.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?