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icon: Winner, Gramercy Institute FCMA Financial Content Marketing Awards2024 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
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.

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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
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.

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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

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.

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