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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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2026 Retirement Planning Checklist: 8 Things To Do Before Spring Thumbnail

2026 Retirement Planning Checklist: 8 Things To Do Before Spring

December 27, 2025 Next Chapter Years Retirement Planning Financial Planning By Advisor Jonathan Mathews

The new year is, of course, a popular time to plan for the future. While this usually is focused on the year ahead, I’d encourage you to think bigger. The first quarter of the year is actually the perfect time to refocus on your retirement goals and update your long-term financial plan. Whether you're already retired or preparing to make the transition, the first quarter of 2026 offers key opportunities to optimize your strategy, minimize taxes, and strengthen your financial confidence.

Temporary Tax Breaks for Seniors: How to Leverage Them Before They're Gone Thumbnail

Temporary Tax Breaks for Seniors: How to Leverage Them Before They're Gone

November 15, 2025 Next Chapter Years Tax Planning By Advisor Jonathan Mathews

If you're 65 or older, 2025 brings unprecedented tax relief that won't last forever. Understanding how to maximize these temporary benefits before they expire in 2028 could save you thousands of dollars. Here’s a breakdown of what to know, and how to prepare.

The New Things to Know About Building Generational Wealth Now Thumbnail

The New Things to Know About Building Generational Wealth Now

October 21, 2025 Financial Planning Financial Literacy Inheritance By Advisor Jonathan Mathews

Building generational wealth has evolved dramatically in 2025, with new strategies, technologies, and generational shifts fundamentally changing how families approach long-term financial planning.

Executives: How the Big Beautiful Bill Act Affects Your Compensation and Financial Planning Thumbnail

Executives: How the Big Beautiful Bill Act Affects Your Compensation and Financial Planning

September 28, 2025 Business Executives Financial Planning By Advisor Jonathan Mathews

The One Big Beautiful Bill Act (OBBBA) has introduced some of the most meaningful changes to executive financial planning in years. Here’s a closer look at what this all means for executives and their financial strategies.

How to Keep Rising Healthcare Costs from Killing Your Retirement Thumbnail

How to Keep Rising Healthcare Costs from Killing Your Retirement

July 29, 2025 Retirement Planning Financial Planning By Advisor Jonathan Mathews

Healthcare costs have become one of the biggest wild cards in retirement planning. While you're diligently saving for your golden years, medical expenses are quietly working against you, threatening to derail even the most carefully crafted retirement plans.

10 Critical Tax Tips for Executives in 2025 Thumbnail

10 Critical Tax Tips for Executives in 2025

July 1, 2025 Business Executives Tax Planning By Advisor Jonathan Mathews

With key Tax Cuts and Jobs Act provisions expiring at the end of 2025, now is the time for executives to utilize strategies to optimize their tax situation. Here are the most important tax considerations for those in executive and leadership positions.

What Financial Freedom Really Means & How to Achieve It Thumbnail

What Financial Freedom Really Means & How to Achieve It

June 30, 2025 Financial Planning By Advisor Jonathan Mathews

Financial freedom—it's a term we hear constantly, but what does it actually mean? At WHZ, we've found that true financial freedom isn't just about reaching a specific dollar amount in your bank account.

Leveraging Your Emergency Fund to Help Fuel Your Goals: Tips for 2025 Thumbnail

Leveraging Your Emergency Fund to Help Fuel Your Goals: Tips for 2025

June 11, 2025 Investing Financial Planning By Advisor Jonathan Mathews

When it comes to emergency funds, the age-old advice has been to keep three to six months' worth of expenses in a basic savings account.

The Psychology of an Inheritance Windfall: Managing Emotions for Strategic Financial Success Thumbnail

The Psychology of an Inheritance Windfall: Managing Emotions for Strategic Financial Success

May 8, 2025 Financial Planning Inheritance By Advisor Jonathan Mathews

Receiving an inheritance can be emotionally complex. While a financial windfall represents opportunity, it often comes paired with grief, uncertainty, and pressure.

Executives: Don't Overlook These Three Critical Financial Planning Moves Thumbnail

Executives: Don't Overlook These Three Critical Financial Planning Moves

April 8, 2025 Business Executives Financial Planning By Advisor Jonathan Mathews

In the fast-paced world of corporate leadership, executives often focus intensely on driving business success while their personal financial planning takes a back seat.