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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
If you take a step back and look at how most of us handle money worry, that is the pattern. We treat it as something private. Something you sort out on your own, quietly, and only bring up once you have it figured out. The research says that instinct is almost exactly backward.
See how OBBBA’s tax changes could affect executive compensation, stock option timing, SALT deductions, and deferred compensation planning. Use this checklist to identify which strategies and agreements may need a fresh review.
Executive compensation planning can significantly impact your tax strategy. Learn how mid-year adjustments can help high-income earners better plan for taxes, bonuses, and Roth conversions.
Learn why financial literacy is the key to preserving generational wealth and how to prepare heirs to manage, grow, and sustain family assets long-term.
For many business owners, April 15 can feel like the finish line of tax season. But in reality, it’s only the beginning of the next tax cycle; especially if you’re responsible for paying quarterly estimated taxes. As we move into the 2026 tax year, our team at WHZ is advising our business owner clients to pay attention to several policy changes, new compliance expectations, and shifting income dynamics.
Should investors be adding more alternative investments to their portfolios? What to consider as you determine what's right for your specific financial goals.
Learn nine ways to pay less at tax time, and put that money to work in your financial plan instead.
As we begin 2026, high earners are entering one of the most consequential tax years in more than a decade. The Tax Cuts and Jobs Act (TCJA) individual tax provisions officially expired on December 31, 2025, and Congress did not pass legislation to extend or modify those rules. Despite substantial debate throughout 2025 – and speculation that the Omnibus Budget and Border Security Act (OBBBA) or subsequent bills might carry extensions – no federal law ultimately altered the scheduled sunset.