Omari Thomas, Financial Services Professional with NYLIFE Securities, LLC

Omari Thomas, Financial Services Professional with NYLIFE Securities, LLC Financial Services Professional offering securities products and services through NYLIFE Securities LLC. I am not licensed in all jurisdiction

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies . Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Valley Forge General Office
595 E. Swedesford Rd., Suite 300 Wayne, PA 19087
(609) 254-5194 Mobile Office (484) 595-2460 Office
Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

Did you pay back a RMD in 2020? Here's how to report it in your taxes.
04/02/2021

Did you pay back a RMD in 2020? Here's how to report it in your taxes.

If you paid back a "required minimum distribution" from an IRA last year, you still have to report the payout on your 2020 tax return.

Read about diversity in small business lending and why it's important.
03/31/2021

Read about diversity in small business lending and why it's important.

One challenge for African American entrepreneurs applying for bank loans has been the lack of pre-existing banking relationships.

Business Owners: Which approach do you think is more successful?
03/29/2021

Business Owners: Which approach do you think is more successful?

The signs are obvious and only one type will succeed in the long run. How can you tell, and which are you?

What you need to know about tax brackets.
03/26/2021

What you need to know about tax brackets.

For both 2020 and 2021, you can end up in one of seven different federal income tax brackets – each with its own marginal tax rate – depending on your taxable income.

Keys to being transparent: More details, less "fluff."
03/24/2021

Keys to being transparent: More details, less "fluff."

Transparency gives stakeholders quicker access to information that matters, allowing them to make better informed decisions. The downsides are minimal and the benefits are significant. We share four tips for improving transparency, drawn from corporate reporting research.

Learning from those who are farther down the path than you can provide insights into running your business.
03/22/2021

Learning from those who are farther down the path than you can provide insights into running your business.

While nothing can fully prepare you for the challenges and rewards of founding a business, it’s so important to identify what you don’t understand — and fill that gap as quickly as possible.

Be the grandparent that teaches lifelong money lessons.
03/21/2021

Be the grandparent that teaches lifelong money lessons.

Your job isn’t to spoil your grandchildren, it’s to spend quality time with them, teach them and lead by example. Try these three tips for a healthy relationship as a friend and money mentor.

Millennials, this list is for you.
03/19/2021

Millennials, this list is for you.

In an unprecedented time, Millennials have managed to survive and thrive, thanks to possessing traits that will help them succeed as leaders and even entrepreneurs.

The IRA primer you could be looking for.
03/17/2021

The IRA primer you could be looking for.

A traditional IRA can be a powerful retirement-savings tool but you need to understand contribution limits, RMDs, rules for beneficiaries under the SECURE Act and more.

With a new venture, there's so much to do, so little time. Here's how to manage it for the best outcomes.
03/15/2021

With a new venture, there's so much to do, so little time. Here's how to manage it for the best outcomes.

Focusing your time and efforts on the most essential, value-adding activities is crucial for a successful startup journey. Here's how to invest your time wisely in the early startup stages.

Teaching your kids about money management? These apps can help.
03/14/2021

Teaching your kids about money management? These apps can help.

These are the top buzz-worthy banking apps and debit cards for kids and teens.

Check out these tips for how to approach the distribution and division of assets in your estate plan.
03/12/2021

Check out these tips for how to approach the distribution and division of assets in your estate plan.

One of the most challenging tasks for an estate planner is advising clients what is the “best” way to divide their jewelry, art, furniture and other tangible personal property after their death.

Address

595 E Swedesford Road, Suite 300
Wayne, PA
19087

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