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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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Our Most Popular Pieces of 2025 and What They Reveal About the Year Ahead Thumbnail

Our Most Popular Pieces of 2025 and What They Reveal About the Year Ahead

December 7, 2025 Financial Planning Financial Literacy By Advisor Holly Wanegar

When we reviewed WHZ’s most popular pieces of 2025 (all of which you can access ob our website at whzwealth.com) something interesting emerged. At first glance, the topics seemed all over the map: gifting strategies, inheritance psychology, presidential policy changes, healthcare costs, and even the new FICO credit-scoring models. But when we stepped back, a pattern came into focus: every one of these themes points to a deeper shift occurring in the financial lives of Americans—and especially in the lives of people preparing for or navigating major financial transitions.

Beyond "Giving Tuesday": Charitable Giving Strategies for Maximum Impact and Tax Benefits Thumbnail

Beyond "Giving Tuesday": Charitable Giving Strategies for Maximum Impact and Tax Benefits

November 3, 2025 Tax Planning Charitable Giving By Advisor Holly Wanegar

While Giving Tuesday serves as a wonderful reminder to support meaningful causes, strategic charitable giving shouldn't be limited to one day, or even one season. Of course, need is present all year long. And with significant tax law changes taking effect in 2026 and evolving opportunities for tax-efficient philanthropy, now is the perfect time to develop a comprehensive charitable giving strategy that maximizes both your impact and your tax benefits.

8 Ways to Reduce Your 2025 Tax Bill Before Year’s End

September 26, 2025 Financial Planning Tax Planning By Advisor Holly Wanegar

With significant changes to tax law on the horizon and current opportunities available, proactive tax planning can help you keep more of your hard-earned money in your pocket. Here's what to know and do right now.

Buy Now, Pay Later: What the New FICO Credit Scoring Models Mean for Your Financial Health Thumbnail

Buy Now, Pay Later: What the New FICO Credit Scoring Models Mean for Your Financial Health

August 29, 2025 Financial Planning Financial Literacy By Advisor Holly Wanegar

Starting fall 2025, FICO will incorporate Buy Now, Pay Later data for the first time, which could significantly impact your credit score. Here's what to know.

Is The FIRE Early Retirement Method Really Such A Hot Idea? Thumbnail

Is The FIRE Early Retirement Method Really Such A Hot Idea?

July 29, 2025 Retirement Planning By Advisor Holly Wanegar

In recent years, the FIRE movement—Financial Independence, Retire Early—has ignited passionate debate among financial professionals and retirement planners alike.

Dream Vacation vs. Solid Retirement: How to Live Well Now While Saving for The Future Thumbnail

Dream Vacation vs. Solid Retirement: How to Live Well Now While Saving for The Future

June 2, 2025 Balancing Act Years Retirement Planning Financial Planning By Advisor Holly Wanegar

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.

529 College Savings Plans: Your Questions Answered Thumbnail

529 College Savings Plans: Your Questions Answered

May 13, 2025 College Planning Financial Planning By Advisor Holly Wanegar

Education is one of the most valuable investments you can make for your loved ones, but paying for college can be daunting.

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.

4 Financial Red Flags When Dating Someone New Thumbnail

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.

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.