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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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Good employee health can be great for the company’s bottom line.
At what point can you call a personal vehicle commercial?
Understanding how capital gains are taxed may help you refine your investment strategies.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Don't let procrastination keep you from pursuing your financial dreams and goals.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Here are five facts about Social Security that might surprise you.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.