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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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SECURE Act 2.0 Opens New Avenue for Paying Off Student Loan Debt in 2025 Thumbnail

SECURE Act 2.0 Opens New Avenue for Paying Off Student Loan Debt in 2025

September 12, 2024 Balancing Act Years College Planning Financial Planning By Advisor Mike Baum

In 2025 the SECURE 2.0 Act will go into effect, introducing an innovative new way for employers to help employees pay down student loan debt while also saving for retirement.

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What is the Best Way to Save for College?

May 16, 2024 Balancing Act Years College Planning By Advisor Mike Baum

Explore the different college savings programs and their pros and cons to help you determine the best approach for your situation.

How to Pay Less Taxes While Maximizing Your Investments Thumbnail

How to Pay Less Taxes While Maximizing Your Investments

February 22, 2024 Balancing Act Years Next Chapter Years Investing Retirement Planning College Planning Financial Planning Tax Planning By Advisor Mike Baum

Learn about tax-advantaged accounts and savvy investments that empower you to minimize tax liabilities and Live Well.

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529 Tax Benefits: A Great Way to Save for Education

February 2, 2024 Balancing Act Years College Planning Financial Planning By Advisor Holly Wanegar

Have children? Learn how to leverage a 529 college savings plan to divert money you might otherwise pay into taxes toward your child’s college savings fund instead.

Important Updates on Student Loan Forgiveness and 529 Savings Rules Thumbnail

Important Updates on Student Loan Forgiveness and 529 Savings Rules

September 2, 2023 Balancing Act Years College Planning Financial Planning By Advisor Leisl Cording

Have federal student loans? Here's what you need to know about recent changes regarding Student Loan Forgiveness and 529 Savings Rules.

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Back To School: 5 College Planning Mistakes to Avoid

August 2, 2023 Balancing Act Years College Planning By Advisor Leisl Cording

It’s never too early (or too late) to start planning for your child's higher education. Here are some of the most common financial mistakes parents make when it comes to college planning.

Decision on Student Loan Forgiveness Expected Next Month: What to Know Now Thumbnail

Decision on Student Loan Forgiveness Expected Next Month: What to Know Now

May 25, 2023 Balancing Act Years College Planning Financial Planning By Advisor Mike Baum

The Supreme Court is expected to hand down a decision on President Biden's student loan forgiveness plan in June. Here's what to know.

Thinking About Paying Off Your Child's Student Loans? 5 Things to Consider Thumbnail

Thinking About Paying Off Your Child's Student Loans? 5 Things to Consider

April 30, 2023 Next Chapter Years College Planning Financial Planning By Advisor Laurence Hale

It's no wonder parents want to help their children pay off their student loans – but it may not be the best choice. Here are five things to consider.

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Funding Retirement Versus Your Children’s College Education

May 31, 2022 Next Chapter Years Retirement Planning College Planning By Advisor Leisl Langevin

It’s no secret – college is very expensive, whether your kid attends a university close to home or in another state. It’s important to make some hard decisions sooner rather than later so you can plan well for your child's higher education.

Quick Reference Chart: 529 Plan Qualified & Non-Qualified Expenses Thumbnail

Quick Reference Chart: 529 Plan Qualified & Non-Qualified Expenses

February 9, 2022 College Planning

You've put in the hard work of saving for college, and now it's time to start using those 529 plan assets to help with a family member's education-related costs. But before you begin withdrawing those funds, it's important to understand the difference between qualified and nonqualified expenses.