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!
Sign up for our newsletter to receive FREE tax and financial tips which could save you money.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Understanding how capital gains are taxed may help you refine your investment strategies.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
This calculator helps estimate your federal estate tax liability.
This questionnaire will help determine your tolerance for investment risk.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Recent changes in estate tax laws could affect the strategy you have in place.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Three things to consider before dipping into retirement savings to pay for college.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.