Financial Planning for Accounting Firm Partners
WEBINAR: FINANCIAL & INVESTMENT PLANNING FOR BIG 4 ACCOUNTING FIRM PARTNERS November 22, 2019 • 2:00 PM • New York, NY Event Details Presenters will include partner, Bruce Hyde, CPA, MS and [...]
Long-Term Care Insurance
On average, an American turning 65 today will incur $138,000 in future long-term care costs.1 One in seven adults will have a disability for more than five years, and the median annual cost of nursing home care in the US [...]
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 [...]
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, [...]
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 [...]
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 [...]
What To Do When Your HELOC Expires
Taylor Thomas, Wealth Advisor and CFP® at Round Table Wealth Management, was quoted in a NJMoneyHelp.com article titled – “What To Do When Your HELOC Expires”, where he discusses important steps to take before expiration, such as... Please click HERE to read the full article [...]
Tax Savings When You Sell A Home
Normally, when a capital asset — a stock, bond, artwork or real estate — is sold, the owner will owe capital gain taxes on the amount over which the selling price exceeds the purchase price, less any transactions [...]
Sick of Fees? Consider An Online Bank
Taylor Thomas, Wealth Advisor and CFP® at Round Table Wealth Management, was quoted in a NJ Money Help article titled – “Sick of Fees? Consider an Online Bank”, where he provides his insight on the pros and cons of using an online bank [...]
529 Plans and Risk-Free College Savings
"Unfortunately, there is no free lunch when investing" said Taylor Thomas, a Certified Financial Planner and Wealth Advisor with Round Table Wealth Management. Learn more of Thomas' insight into the risk vs return when investing in 529 college savings plans, [...]