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 Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
TIPS for Inflation
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Gaining a better understanding of municipal bonds makes more sense than ever.
Would it surprise you to hear that China owns just 8% of the total outstanding debt of the U.S. Government?
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Military families face unique challenges, making personal finance even more critical.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
A bucket plan can help you be better prepared for a comfortable retirement.
When do you need a will? The answer is easy: right now.
Recent changes in estate tax laws could affect the strategy you have in place.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.