Recruitment Retirement Strategic Planning 
Harness Wealth
APRIL 16, 2025
million in total purchases, enables strategic planning of major technology investments. This includes essential business activities like client meetings, travel meals, and recruitment dining. These contributions reduce your current tax liability while building long-term retirement security through tax-deferred growth.
The Big Picture
FEBRUARY 21, 2023
If you think about what Vanguard is all about, we sit there each and every day, figuring out how do we help people retire better, put their kids through college, afford that dream home? We were losing market share in the critical retirement, the 401(k) business. You know, I mentioned that tough decision on the retirement business.
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Harness Wealth
MAY 12, 2025
Demographic shifts and retirement The accounting profession, particularly the CPA segment, is experiencing a major demographic change. A substantial portion of the current workforce comprises baby boomers, with approximately 75% of CPAs nearing retirement age.
The Big Picture
MAY 7, 2024
And she did a plan for me personally and answered the questions, can I retire? And so we offer that plan for $2,500. If it’s more complex, we offer a strategic plan or a full comprehensive plan where we’ll help rebalance and, and do your portfolio for $7,500. 00:29:28 [Speaker Changed] Yeah.
Harness Wealth
MAY 12, 2025
Demographic shifts and retirement The accounting profession, particularly the CPA segment, is experiencing a major demographic change. A substantial portion of the current workforce comprises baby boomers, with approximately 75% of CPAs nearing retirement age.
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