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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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Beyond "Giving Tuesday": Charitable Giving Strategies for Maximum Impact and Tax Benefits Thumbnail

Beyond "Giving Tuesday": Charitable Giving Strategies for Maximum Impact and Tax Benefits

November 3, 2025 Tax Planning Charitable Giving By Advisor Holly Wanegar

While Giving Tuesday serves as a wonderful reminder to support meaningful causes, strategic charitable giving shouldn't be limited to one day, or even one season. Of course, need is present all year long. And with significant tax law changes taking effect in 2026 and evolving opportunities for tax-efficient philanthropy, now is the perfect time to develop a comprehensive charitable giving strategy that maximizes both your impact and your tax benefits.

8 Ways to Reduce Your 2025 Tax Bill Before Year’s End

September 26, 2025 Financial Planning Tax Planning By Advisor Holly Wanegar

With significant changes to tax law on the horizon and current opportunities available, proactive tax planning can help you keep more of your hard-earned money in your pocket. Here's what to know and do right now.

10 Ways Millennials and Gen Z Could Benefit from the Big Beautiful Bill Act Thumbnail

10 Ways Millennials and Gen Z Could Benefit from the Big Beautiful Bill Act

August 27, 2025 Balancing Act Years Financial Planning Tax Planning By Advisor Leisl Langevin

The One Big Beautiful Bill Act (OBBBA) introduces tax, retirement, and education provisions that may be particularly impactful for Millennials and Gen Z – here are the top 10.

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.    

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.

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.

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.

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.

Business Tax Outlook: What Continuing TCJA Tax Provisions Could Mean for Your Company Thumbnail

Business Tax Outlook: What Continuing TCJA Tax Provisions Could Mean for Your Company

May 14, 2025 Business Owners Tax Planning By Advisor Jim Zahansky

At the end of 2025, business owners could face a significant turning point in tax policy. The Tax Cuts and Jobs Act (TCJA) of 2017, which dramatically reformed the U.S. tax code, included numerous provisions set to expire on December 31, 2025.

Riding the Tariff Rollercoaster Thumbnail

Riding the Tariff Rollercoaster

May 9, 2025 Investing Financial Planning Tax Planning By Advisor Laurence Hale

The details surrounding President Trump’s proposed tariffs are changing so rapidly it’s tough to keep track of what products from which countries will face levies. This unsettled environment has sent the S&P 500 lurching from gains to losses.