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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

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Financial Impacts of Trump’s First 60 Days in Office

April 15, 2025 Investing Financial Planning Tax Planning By Advisor Laurence Hale

From tarriffs to tax policy, President Trump has hit the ground running on enacting sweeping changes in his second term. Here's how it's impacted markets and wallets thus far.

2025 Retirement Planning Tips: Make the Most of New Opportunities Thumbnail

2025 Retirement Planning Tips: Make the Most of New Opportunities

April 11, 2025 Balancing Act Years Next Chapter Years Retirement Planning Financial Planning By Advisor Laurence Hale

This year offers some significant new opportunities to save more for retirement – here's how to make the most of them in your retirement planning strategy.

Executives: Don't Overlook These Three Critical Financial Planning Moves Thumbnail

Executives: Don't Overlook These Three Critical Financial Planning Moves

April 8, 2025 Business Executives Financial Planning By Advisor Jonathan Mathews

In the fast-paced world of corporate leadership, executives often focus intensely on driving business success while their personal financial planning takes a back seat.

ESG Investment Funds Are a Hot Topic - Are They Right for Your Investment Strategy? Thumbnail

ESG Investment Funds Are a Hot Topic - Are They Right for Your Investment Strategy?

April 3, 2025 Balancing Act Years Investing By Advisor Holly Wanegar

Whether ESG funds are right for you is largely a personal decision that should align with your overall financial goals and values. Let's explore what socially responsible investing means and how it might fit into your financial plan.

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Tax Planning Strategies High Earners Should Consider

March 7, 2025 Tax Planning High Net Worth By Advisor Jonathan Mathews

Reaching six figures is no easy feat. If you're one of the hard-working few who has made it to this milestone, give yourself a pat on the back.

5 Years Later: Financial Lessons from the COVID-19 Pandemic Thumbnail

5 Years Later: Financial Lessons from the COVID-19 Pandemic

March 7, 2025 Financial Planning By Advisor Jim Zahansky

As we near five years since the start of the COVID-19 pandemic, our team at WHZ recently took some time to think back and talk about how this unusual global event changed our everyday lives and the financial world for people, companies, and markets globally.

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Financial Empowerment Tips for Women Business Owners

March 6, 2025 Business Owners Financial Planning Women By Advisor Leisl Langevin

As a business leader and woman in finance, I've witnessed firsthand how female entrepreneurs are transforming the business landscape.

Financial Impacts if Trump Extends the Tax Cuts and Jobs Act Thumbnail

Financial Impacts if Trump Extends the Tax Cuts and Jobs Act

February 26, 2025 Financial Planning Tax Planning By Advisor Laurence Hale

The Tax Cuts and Jobs Act (TCJA) of 2017 enacted many significant changes that lowered tax rates for both businesses and individuals. But unless actions are taken, those changes are set to expire this year.

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Avoiding Financial Scams at Tax Time and Beyond

February 17, 2025 Financial Planning Tax Planning By Advisor Jim Zahansky

Tax season creates prime opportunities for scammers looking to take advantage of unsuspecting individuals, particularly older adults.

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4 Financial Red Flags When Dating Someone New

February 3, 2025 By Advisor Holly Wanegar

Make sure your new relationship is off to a strong start by addressing these 4 financial concerns from the get-go.