About Taylor Thomas

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

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

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 [...]

By |2018-10-09T20:30:02+00:00May 12th, 2016|In the News|Comments Off on What To Do When Your HELOC Expires

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 [...]

By |2018-10-09T21:38:41+00:00March 18th, 2016|In the News|Comments Off on Tax Savings When You Sell A Home

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 [...]

By |2019-07-15T15:44:13+00:00March 9th, 2016|In the News|Comments Off on Sick of Fees? Consider 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, [...]

By |2019-07-15T15:06:53+00:00February 4th, 2016|In the News|Comments Off on 529 Plans and Risk-Free College Savings