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2024 Gramercy Institute Financial Content Marketing – Personal Investing Award, created by Gramercy Institute and presented in September 2024, was based on data gathered in the 18 months preceding the award date. An unknown number of candidates were considered for the award in the Personal Investing Business-to-Consumer category, and two were awarded. Participants pay a fee to apply for consideration. This award is not indicative of an advisor’s future performance, and your experience may vary. For more award information, visit https://www.gramercyinstitute.com/winners-2024-content-mktg-awards.
Read more: WHZ Strategic Wealth Advisors, Dunn Marketing Win Prestigious Gramercy Institute Award for Person-Centered Content Marketing Campaign
As a business owner, you face a constant balancing act: how much should you reinvest in your business versus extracting wealth for personal financial security?
With key Tax Cuts and Jobs Act provisions expiring at the end of 2025, now is the time for executives to utilize strategies to optimize their tax situation. Here are the most important tax considerations for those in executive and leadership positions.
We’ve just passed the midpoint of 2025 – the perfect time to pause and evaluate your finances.
Financial freedom—it's a term we hear constantly, but what does it actually mean? At WHZ, we've found that true financial freedom isn't just about reaching a specific dollar amount in your bank account.
WHZ Strategic Wealth Advisors cut the ribbon on its remodeled and expanded headquarters in Pomfret, Connecticut on the evening of June 26th.
The Republican-controlled House of Representatives has passed a huge piece of legislation that extends tax cuts from President Trump’s first term and layers on additional tax cuts and benefits for consumers.
When it comes to emergency funds, the age-old advice has been to keep three to six months' worth of expenses in a basic savings account.
When unexpected events force your business to temporarily shut down or operate at reduced capacity, the financial impact can be devastating. Business interruption insurance serves as a critical financial safety net, but understanding what it covers, how much you need, and what it costs requires careful consideration.
Planning for your financial future requires balancing immediate needs and wants with long-term needs and aspirations. Whether you're saving for a vacation next year or retirement decades away, understanding how to approach different savings goals through strategic financial planning can help you live fully through every stage of life while still building lasting financial security.
At the end of 2025, business owners could face a significant turning point in tax policy. The Tax Cuts and Jobs Act (TCJA) of 2017, which dramatically reformed the U.S. tax code, included numerous provisions set to expire on December 31, 2025.