About Taylor Thomas

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

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