With tax season in full swing, you may be hearing the terms “tax preparation” and “tax planning” being used interchangeably. While both play important roles in managing your financial affairs, they are two distinct areas of finance when it comes to their timing, purpose, and impact. Knowing the difference and how to approach each as you look at your overall finances can help make sure you go from reactive to proactive when looking toward your future financial goals. https://bit.ly/42ADVzb
Rowhouse Financial Partners
金融服务
Glen Burnie，Maryland 192 位关注者
Your neighborhood resource for money matters
关于我们
As a neighborhood resource for financial matters, we strive to provide you with the information and resources you need to make informed decisions about your money. Our team of professionals is dedicated to helping you navigate the complex world of finance, whether you're looking for advice on budgeting, saving, investing, or retirement planning. We understand the unique challenges that come with managing your finances, and we're here to help you every step of the way. Trust us to be your go-to source for all your tax and financial needs, and let us help you work toward your financial goals. We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (410) 412-3321. We look forward to hearing from you. Please visit https://www.avantaxwealthmanagement.com/social_policy for more information. Securities offered through Avantax Investment Services?, Member FINRA, SIPC. www.finra.org; www.sipc.org Investment advisory services offered through Avantax Advisory Services? Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantaxwealthmanagement.com/social_policy for more information.
- 网站
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https://www.rowhousefinancial.com/
Rowhouse Financial Partners的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Glen Burnie，Maryland
- 类型
- 自有
地点
Rowhouse Financial Partners员工
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Joseph Palumbo
I help my clients by providing comprehensive, tax-intelligent strategies that help them achieve their holistic financial goals.
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Jeff Grodsky, CFP?
Rowhouse Financial Partners
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Matthew Horton
Dedicated to helping individuals, business owners, and their families reach their financial goals with tax-intelligent strategies.
动态
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Did you know that only 13% of baby boomers discuss finances daily with their partners? This Valentine's Day, discover how to improve financial communication in your relationship. Learn more: https://bit.ly/3EfIO6E
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In this month’s market update video, Ivan Gruhl, CFA?, Co-Chief Investment Officer at Avantax, recaps returns for January and then shifts to an update on 4th quarter earnings, policies and the outlook going forward. https://bit.ly/3WOocZj
Market Update February 2025
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At Rowhouse Financial Partners, we understand that each decade brings unique financial challenges and opportunities. No matter where you are in life, we're here to provide tailored guidance to help you navigate these pivotal moments with confidence and clarity. Let us be your trusted partner in achieving financial security and peace of mind through every stage of your journey. https://bit.ly/4g1CcGk
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While filing your tax return can feel like just another item on your to-do list, we consider tax time a valuable opportunity to take control of your finances and set yourself up for long-term success. Whether you’re prepping your documents or reviewing your return, these strategies can help you make the most of your finances, before and after tax season. https://bit.ly/40OSPQZ
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In this month’s market update video, Ivan Gruhl, CFA?, Co-Chief Investment Officer at Avantax, discusses returns for December and then shifts to a discussion around the key themes that are top of mind as we head into the New Year. https://bit.ly/40bHwR8
Market Update January 2025
https://www.youtube.com/