Gifting vs. Inheritance: Which is Better for Your Beneficiaries?
When it comes to passing on your wealth to the next generation, you generally have two options: gifting assets during your lifetime or leaving an inheritance after you're gone.
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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
When it comes to passing on your wealth to the next generation, you generally have two options: gifting assets during your lifetime or leaving an inheritance after you're gone.
As we approach the final months of the year, it's the perfect time to take a strategic look at your finances.
As we enter the season of gratitude and giving, Giving Tuesday offers a wonderful opportunity to reflect on our blessings and pay it forward through charitable donations.
Are you looking to diversify your retirement portfolio beyond stocks and bonds? Real estate investing can be an attractive option for building long-term wealth and generating passive income in retirement.
As a business owner, your path to retirement likely looks quite different from that of a typical employee. While you may have more control over your financial destiny, you also face unique challenges and opportunities when it comes to planning for your golden years.
After a contentious campaign season, former President Donald Trump has been elected the 47th president of the United States.
As the nation observes Alzheimer’s Awareness Month, we at WHZ Strategic Wealth Advisors thought it the perfect time to raise awareness about this critical and all too common issue.
If you’re a business owner, you already know that staying on top of important employee benefit deadlines and compliance requirements is crucial.
With only a few weeks remaining before the presidential election, former President Donald Trump and Vice President Kamala Harris have laid out how they plan to keep the economy growing. Many of their policies rely on tax breaks that curry favor with working-class Americans.
As we observe Breast Cancer Awareness Month, it is an important reminder to reflect not only on prevention and early detection of breast cancer, but also on the broader impacts that a cancer diagnosis of any kind, or a diagnosis of any serious illness, can have.