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.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Purchasing homeowners insurance is critical for protecting your home.
Don’t overlook the need for renter’s insurance if you rent your home.
Four vacation destinations you might never have thought of.
Five creative (and inexpensive) ideas for motivating your employees.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
This calculator demonstrates the power of compound interest.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the financial impact of leasing versus buying an automobile.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There are a few things to consider when buying or leasing your next vehicle.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
How does your ideal retirement differ from reality, and what can we do to better align the two?