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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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Key Impacts of the Big, Beautiful Bill Act Thumbnail

Key Impacts of the Big, Beautiful Bill Act

August 5, 2025 Financial Planning Tax Planning By Advisor Laurence Hale

The One Big, Beautiful Bill Act contains tax cuts for individuals and businesses. Let's look at some of the ways the OBBBA may directly affect your pocketbook.    

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.

Stocks Conquer a Wall of Worries Thumbnail

Stocks Conquer a Wall of Worries

July 24, 2025 Investing Financial Planning Tax Planning By Advisor Laurence Hale

The stock market has climbed a wall of worry this year, ascending to new heights despite a long list of scary news headlines.

How to Use Business Equity to Build Personal Wealth Thumbnail

How to Use Business Equity to Build Personal Wealth

July 24, 2025 Business Owners Financial Planning By Advisor Jim Zahansky

Running a successful business is an achievement worth celebrating. But your business success should fuel also your personal wealth, not just get reinvested back into operations. The challenge?

Business Owner's Mid-Year Gut Check: Balancing Business Growth with Personal Financial Security Thumbnail

Business Owner's Mid-Year Gut Check: Balancing Business Growth with Personal Financial Security

July 7, 2025 Business Owners Investing Financial Planning By Advisor Jim Zahansky

As a business owner, you face a constant balancing act: how much should you reinvest in your business versus extracting wealth for personal financial security?

Midyear Financial Checkup: Essential Steps for 2025 Thumbnail

Midyear Financial Checkup: Essential Steps for 2025

July 1, 2025 Financial Planning Tax Planning By Advisor Leisl Langevin

We’ve just passed the midpoint of 2025 – the perfect time to pause and evaluate your finances.

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.

Examining the President’s “Big, Beautiful Bill” Thumbnail

Examining the President’s “Big, Beautiful Bill”

June 19, 2025 Financial Planning Tax Planning By Advisor Laurence Hale

The Republican-controlled House of Representatives has passed a huge piece of legislation that extends tax cuts from President Trump’s first term and layers on additional tax cuts and benefits for consumers.

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.

Business Interruption Insurance: What Every Owner Needs to Know Thumbnail

Business Interruption Insurance: What Every Owner Needs to Know

June 8, 2025 Business Owners Financial Planning Insurance By Advisor Jim Zahansky

When unexpected events force your business to temporarily shut down or operate at reduced capacity, the financial impact can be devastating. Business interruption insurance serves as a critical financial safety net, but understanding what it covers, how much you need, and what it costs requires careful consideration.