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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Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Being healthy not only makes you feel good, it may also help you financially.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Knowing your options when a CD matures can help you make a sound investment decision.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What are your options for investing in emerging markets?
When do you need a will? The answer is easy: right now.
With alternative investments, it’s critical to sort through the complexity.
What does your home really cost?
How will you weather the ups and downs of the business cycle?