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. For growing tech startups, establishing company retirement plans serves multiple purposes beyond tax benefits.
The Big Picture
FEBRUARY 21, 2023
And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. You bring people in, you’ve worked hard recruiting, but you making sure they’re developing in the way that we talked about.
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Harness Wealth
MAY 12, 2025
Reduced capacity for strategic planning: When resources are primarily focused on meeting compliance demands, the capacity for value-added activities like strategic tax planning and client advisory services trails off.
The Big Picture
MAY 7, 2024
And so we built this product called the one page plan that will literally analyze what you spend down to your DoorDash, down to your credit card, down to your Amazon, and then look at your investments and tell you you need to save $63,000 a year for the next 10 years to get even close to where you’re gonna be.
NAIFA Advisor Today
NOVEMBER 12, 2024
He later became a full-time agent, transferred to the Northwestern Mutual home office to serve as a recruiter, and then returned to the field as a senior financial representative. Dick Koob began his career as a student-agent with Northwestern Mutual in 1967 and joined NAIFA on his first day on the job.
Harness Wealth
MAY 12, 2025
Reduced capacity for strategic planning: When resources are primarily focused on meeting compliance demands, the capacity for value-added activities like strategic tax planning and client advisory services trails off.
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