Vault Insurance & Investments

06/01/2026

Do you need umbrella insurance? Find out more.

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

05/29/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

Estimate how much home may fit within your budget based on income and expenses.

05/29/2026

Retirement Milestones: The Ages That Trigger Big Financial Decisions

There are a few birthdays that matter a lot more than the candles on the cake

Certain ages can unlock benefits or create costly mistakes if you don’t plan ahead. Matthew Burklund with Vault Insurance & Investments and Erin Kennedy break down the key moments every investor and retiree should understand, including:

• When you can begin penalty-free withdrawals and use in-service rollovers
• When Social Security becomes available… but whether you should claim is another question
• When Medicare eligibility begins (and why missing this can be expensive)
• When it may make sense to turn on Social Security if you haven’t yet
• When a powerful opportunity for charitable giving with QCDs becomes available
• When Required Minimum Distributions begin

Whether retirement is right around the corner or still on the horizon, understanding these milestones can make a meaningful difference in your long-term plan.

To talk to Matt to learn what to do, and what to avoid, at every stage, call 425-256-3105 or visit www.ChooseVault.com

05/27/2026

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out what your MPG really means for your wallet.

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

05/25/2026

A special needs trust can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.

05/22/2026

Even if you’re young and single, you should still consider protecting yourself with insurance.

Even if you’re young and single, you should still consider protecting yourself.

05/20/2026

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

05/18/2026

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

Building wealth requires protection from the forces of wealth destruction.

05/15/2026

Does your insurance cover you if you get into an accident with an uninsured driver?

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

05/15/2026

Markets & Geopolitics: When Will Stocks Recover?

Global tensions can rattle markets, but history shows the impact is often temporary. In this video, Matthew Burklund with Vault Insurance & Investments and Erin Kennedy take a closer look at decades of data to put current headlines into context.

Even though the conflict in Iran has pushed oil prices higher and caused short-term volatility, historically, the market has shown remarkable resilience after geopolitical shocks.

Watch the video where we break down:

- Why stocks often drop first when global tensions rise
- What past geopolitical events can teach us about market recoveries
- Why emotional investing can lead to costly mistakes
- The perspective long-term investors should keep during uncertain times

When working with an experienced financial advisor, you should feel confident knowing that volatility has already been built into your portfolio, not only to weather these geopolitical events, but to capitalize on them.

If you have any questions, please feel free to call Matt at 425-256-3105 or visit www.ChooseVault.com