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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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Avoiding Financial Scams at Tax Time and Beyond Thumbnail

Avoiding Financial Scams at Tax Time and Beyond

February 17, 2025 Financial Planning Tax Planning By Advisor Jim Zahansky

Tax season creates prime opportunities for scammers looking to take advantage of unsuspecting individuals, particularly older adults.

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Building Generational Wealth: Lessons from Black Wall Street

January 30, 2025 Investing Financial Planning By Advisor Jim Zahansky

As we honor Black History Month, there are powerful lessons we can learn from one of the most remarkable examples of wealth building in American history - the story of Black Wall Street in Tulsa's Greenwood District.

WHZ Strategic Wealth Advisors Among 8% of CT Wealth Management Entrants to Earn "Five Star Wealth Manager" Award Thumbnail

WHZ Strategic Wealth Advisors Among 8% of CT Wealth Management Entrants to Earn "Five Star Wealth Manager" Award

January 14, 2025 WHZ News By Advisor Laurence Hale By Advisor Jim Zahansky By Advisor Leisl Langevin

For the 11th consecutive year, all eligible WHZ advisors were recognized with the "Five Star Wealth Manager" award.

One Resolution That Could Provide You With A Better Financial Future Thumbnail

One Resolution That Could Provide You With A Better Financial Future

December 20, 2024 Next Chapter Years Financial Planning By Advisor Jim Zahansky

Think about your last doctor's visit. You probably shared details about your lifestyle, symptoms, and health history – even if some of it felt uncomfortable – because you know that having complete information helps your doctor make the best possible decisions for your health.

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.

Are You an Executive? What You Should Know About Navigating Tax Laws and Retirement Planning Thumbnail

Are You an Executive? What You Should Know About Navigating Tax Laws and Retirement Planning

September 20, 2024 Business Executives Retirement Planning Tax Planning By Advisor Jim Zahansky High Net Worth

Are you an executive? These strategies for maximizing wealth and minimizing taxes are tailored specifically for you.

"Retire and Relocate" - A Growing Strategy for Stretching Retirement Dollars Thumbnail

"Retire and Relocate" - A Growing Strategy for Stretching Retirement Dollars

August 2, 2024 Next Chapter Years Retirement Planning By Advisor Jim Zahansky Retirement Income

Dreaming of retirement but worried about your savings? Discover how the "retire and relocate" strategy could be your ticket to financial freedom and a fresh start! Learn how savvy retirees are unlocking $100k+ from their homes to boost their nest eggs and live their best lives.

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.