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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 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.

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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.

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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.

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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.

LLC, C Corp, or S Corp: Which Structure is Best for Asset Protection? Thumbnail

LLC, C Corp, or S Corp: Which Structure is Best for Asset Protection?

June 13, 2024 Business Owners Business Executives Financial Planning By Advisor Jim Zahansky

Choosing the right business structure is crucial for entrepreneurs. Learn the pros and cons of each structure to make an informed decision and protect your assets.

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5 Tips for Analyzing Company Financial Statements

May 10, 2024 Business Owners Business Executives Financial Planning By Advisor Jim Zahansky

By following these key tips, you can develop a deeper understanding of a company's financial health and identify opportunities amidst the risks.

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2024 Tax Planning Tips for Executives and Business Owners

April 12, 2024 Business Owners Business Executives Tax Planning By Advisor Jim Zahansky

By implementing effective tax planning strategies, you can potentially save thousands of dollars and maximize your financial resources.

What is a Family Business Succession Plan and Do I Need One for My Business? Thumbnail

What is a Family Business Succession Plan and Do I Need One for My Business?

February 16, 2024 Business Owners Estate Planning Business Succession Planning By Advisor Jim Zahansky

Family business succession planning doesn't have to cause headaches. Learn 4 key tips to developing a plan for a smooth transition for the next generation.