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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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How to Use Business Equity to Build Personal Wealth Thumbnail

How to Use Business Equity to Build Personal Wealth

July 24, 2025 Business Owners Financial Planning By Advisor Jim Zahansky

Running a successful business is an achievement worth celebrating. But your business success should fuel also your personal wealth, not just get reinvested back into operations. The challenge?

Business Owner's Mid-Year Gut Check: Balancing Business Growth with Personal Financial Security Thumbnail

Business Owner's Mid-Year Gut Check: Balancing Business Growth with Personal Financial Security

July 7, 2025 Business Owners Investing Financial Planning By Advisor Jim Zahansky

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?

Business Interruption Insurance: What Every Owner Needs to Know Thumbnail

Business Interruption Insurance: What Every Owner Needs to Know

June 8, 2025 Business Owners Financial Planning Insurance By Advisor Jim Zahansky

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.

Business Tax Outlook: What Continuing TCJA Tax Provisions Could Mean for Your Company Thumbnail

Business Tax Outlook: What Continuing TCJA Tax Provisions Could Mean for Your Company

May 14, 2025 Business Owners Tax Planning By Advisor Jim Zahansky

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.

Financial Empowerment Tips for Women Business Owners Thumbnail

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.

What to Do if You Are the Victim of a Cybersecurity Breach Thumbnail

What to Do if You Are the Victim of a Cybersecurity Breach

December 20, 2024 Business Owners By Advisor Holly Wanegar

In today's digitally connected world, cybersecurity breaches are an ever-present threat. Whether you're an individual, a small business owner, or part of a large corporation, the impact of a breach can be devastating.

Why Retirement Planning is Different for Business Owners: Key Strategies and Considerations Thumbnail

Why Retirement Planning is Different for Business Owners: Key Strategies and Considerations

November 8, 2024 Business Owners Retirement Planning By Advisor Jim Zahansky

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.

Important Q4 Dates & Deadlines for Benefit Plan Sponsors Thumbnail

Important Q4 Dates & Deadlines for Benefit Plan Sponsors

October 29, 2024 Business Owners By Advisor Jim Zahansky

If you’re a business owner, you already know that staying on top of important employee benefit deadlines and compliance requirements is crucial.

3 Ways Business Owners Can Maximize Generational Wealth Thumbnail

3 Ways Business Owners Can Maximize Generational Wealth

October 11, 2024 Business Owners Estate Planning Business Succession Planning By Advisor Jim Zahansky High Net Worth

Here are three powerful and sophisticated estate planning strategies that can help you maximize the transfer of generational wealth.

Business Owners: Boost Your Year-End Bottom Line By Employing These Mid-Year Agile Strategies Now Thumbnail

Business Owners: Boost Your Year-End Bottom Line By Employing These Mid-Year Agile Strategies Now

July 11, 2024 Business Owners Business Executives By Advisor Jim Zahansky

Looking for ways to up your bottom-line game? Implement these agile strategies to navigate challenges, capitalize on opportunities, and improve your business's financial model.