About Taylor Thomas

Taylor Thomas is a Director, Wealth Advisor with Round Table Wealth Management. Read Taylor's Biography >

Six Essential Financial Planning and Investing Topics Big4 Accounting Firm Partners Should Review to Start 2021

We believe there are numerous strategies that can be implemented to help navigate short-term market volatility as well as plan for long-term potential tax policy changes that a Biden administration may implement. This webinar provides a broad overview of several tax, financial planning, and investment strategies we feel are important in 2021.

By |2021-03-18T19:14:52+00:00March 9th, 2021|In the News, Webinars|Comments Off on Six Essential Financial Planning and Investing Topics Big4 Accounting Firm Partners Should Review to Start 2021

Medicare: Understand Your Options and Meet the Deadlines

Are you retiring soon, recently retired or nearing your 65th birthday? If so, you need to understand Medicare and the necessary steps you need to take to ensure proper healthcare coverage in retirement. Even if you don’t fall into one of the categories above, I’m sure you know someone who does… so keep reading!

By |2020-10-15T13:23:26+00:00October 13th, 2020|Insurance, Women of Clarity, Women Of Clarity|Comments Off on Medicare: Understand Your Options and Meet the Deadlines

Advanced Financial Planning Strategies for Accounting Firm Partners

Presenters will include partner, Bruce Hyde, CPA, MS and wealth advisor, Frederic Behrens, JD, CFP®. Round Table Wealth Management is a New York based independent registered investment advisory firm founded twenty years ago and now manage in excess of $1 billion of assets.

By |2020-10-01T19:53:52+00:00July 20th, 2020|In the News, Webinars|Comments Off on Advanced Financial Planning Strategies for Accounting Firm Partners

Top Five Questions Big Four Accounting Firm Partners Ask Us Prior to Retirement

Presenters will include partner, Presenters will include partner, Bruce Hyde, CPA, MS and wealth advisor, Taylor Thomas, CFP®. Round Table Wealth Management is a New York-based independent registered investment advisory firm founded twenty years ago and now manages in excess of $1 billion of assets.

By |2020-04-20T19:31:40+00:00April 16th, 2020|In the News, Webinars|Comments Off on Top Five Questions Big Four Accounting Firm Partners Ask Us Prior to Retirement

Long-Term Care Insurance

Long-Term Care Insurance On average, an American turning 65 today will incur $138,000 in future long-term care costs1. One in seven adults will have a disability for more than five years, and the median [...]

By |2020-01-28T16:44:26+00:00January 20th, 2020|Insurance, Women of Clarity|Comments Off on Long-Term Care Insurance

Financial Planning for Accounting Firm Partners

Presenters will include partner, Bruce Hyde, CPA, MS and wealth advisor, Taylor Thomas, CFP®. Round Table Wealth Management is a New York-based independent registered investment advisory firm founded twenty years ago and now manages in excess of $1 billion of assets.

By |2019-12-05T18:30:13+00:00November 11th, 2019|In the News, Webinars|Comments Off on Financial Planning for Accounting Firm Partners

Medicare: Understand Your Options and Meet the Deadlines

Are you retiring soon, recently retired or nearing your 65th birthday? If so, you need to understand Medicare and the necessary steps you need to take to ensure proper healthcare coverage in retirement. Even if you don’t fall into [...]

By |2019-07-15T21:28:36+00:00April 16th, 2018|Blog|Comments Off on Medicare: Understand Your Options and Meet the Deadlines

Don’t Confuse Valuation Discipline with Market Timing!

As a smart consumer waits for the product they plan to purchase to go on sale, so a smart investor should wait for the proper entry price and valuation to add an investment to their portfolio. An interesting study, [...]

By |2019-07-15T21:39:29+00:00August 15th, 2017|Blog|Comments Off on Don’t Confuse Valuation Discipline with Market Timing!

The Price of Gold and the Federal Reserve

As a Wealth Advisor, I am constantly looking at the investment universe for profitable opportunities for my clients’ portfolios. Many clients are curious to know if adding an investment in gold to their portfolio would be a wise decision [...]

By |2019-07-15T15:40:35+00:00September 16th, 2016|In the News|Comments Off on The Price of Gold and the Federal Reserve

A Roth IRA Gift and Unexpected Trouble

A Roth IRA is a tax-free investment account which allows maximum annual contributions of $5,500 for 2015 & 2016 ($6,500 if you’re age 50 or older). These contributions are subject to income limitations, said Taylor Thomas, a certified financial planner [...]

By |2019-07-15T15:08:38+00:00May 17th, 2016|In the News|Comments Off on A Roth IRA Gift and Unexpected Trouble