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 Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Here are five facts about Social Security that are important to keep in mind.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
To choose a plan, it’s important to ask yourself four key questions.
What can be learned from the savings rate?
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Smart investors take the time to separate emotion from fact.
There are things you can do to keep yourself safe when you lose your wallet.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Agent Jane Bond is on the case, infiltrating the world of bonds.
With alternative investments, it’s critical to sort through the complexity.