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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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What To Do When Your Income Reaches Six Figures Thumbnail

What To Do When Your Income Reaches Six Figures

January 3, 2025 Balancing Act Years Financial Planning Budgeting By Advisor Jonathan Mathews

Congrats on six figures! Now learn how to make the most of it.

2025 Is Here, And So Are These 3 Big Changes to Retirement Savings Rules Thumbnail

2025 Is Here, And So Are These 3 Big Changes to Retirement Savings Rules

December 20, 2024 Next Chapter Years Retirement Planning Financial Planning By Advisor Laurence Hale

The SECURE 2.0 Act continues to roll out significant changes to retirement savings rules, with 2025 bringing some of the most impactful updates yet – especially for those nearing retirement.

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.

Tax Season 2025: Key Dates, Tax Law Changes, and Strategies for The Year Ahead Thumbnail

Tax Season 2025: Key Dates, Tax Law Changes, and Strategies for The Year Ahead

December 20, 2024 Financial Planning Tax Planning By Advisor Leisl Langevin

As we enter 2025, the tax landscape is especially significant with several major changes on the horizon. It will be more important than ever to stay informed about your finances and to work closely with your accountant and financial planner to ensure your financial plan stays as tax efficient as possible.

2024: A Year of Change for The Markets and Economy Thumbnail

2024: A Year of Change for The Markets and Economy

December 14, 2024 Financial Planning By Advisor Laurence Hale

2024 will go into the history books as the year the recession never arrived. After the Federal Reserve raised interest rates sharply in 2023 to fight a post-pandemic spike in inflation, concerns grew early this year that economic growth would stall.

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How to Gift Others with A Rich Life

December 9, 2024 Financial Planning By Kate Pitts

The holiday season is so special in part because it offers an opportunity to show our loved ones how much they mean to us through shared celebrations and special gifts.

Gifting vs. Inheritance: Which is Better for Your Beneficiaries? Thumbnail

Gifting vs. Inheritance: Which is Better for Your Beneficiaries?

December 5, 2024 Financial Planning By Advisor Holly Wanegar

When it comes to passing on your wealth to the next generation, you generally have two options: gifting assets during your lifetime or leaving an inheritance after you're gone.

What President-Elect Trump May Mean for Markets Thumbnail

What President-Elect Trump May Mean for Markets

November 7, 2024 Financial Planning By Advisor Laurence Hale

After a contentious campaign season, former President Donald Trump has been elected the 47th president of the United States.

Know The Early Signs of Alzheimer's - And How to Proactively Protect Your Finances Thumbnail

Know The Early Signs of Alzheimer's - And How to Proactively Protect Your Finances

November 1, 2024 Financial Planning By Advisor Mike Baum

As the nation observes Alzheimer’s Awareness Month, we at WHZ Strategic Wealth Advisors thought it the perfect time to raise awareness about this critical and all too common issue.

Harris & Trump Lay Out Different Visions for the US Economy Thumbnail

Harris & Trump Lay Out Different Visions for the US Economy

October 25, 2024 Investing Retirement Planning Financial Planning Tax Planning By Advisor Laurence Hale

With only a few weeks remaining before the presidential election, former President Donald Trump and Vice President Kamala Harris have laid out how they plan to keep the economy growing. Many of their policies rely on tax breaks that curry favor with working-class Americans.