facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Welcome to The WHZ Blog

START BUILDING "ABSOLUTE CONFIDENCE" right now


Our advisors have a wealth of knowledge, and they're sharing it all the time, right here on our blog. Dive in and get the information and insights you need. But don't stop there. Get our financial tips and insights delivered straight to your inbox with our Fearless Flyer newsletter, to help you keep fearlessly pursuing your financial and life goals. 

icon: Winner, Gramercy Institute FCMA Financial Content Marketing Awards2024 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

← Return to All Posts

Smart Tax Planning for High Earners in 2026 Thumbnail

Smart Tax Planning for High Earners in 2026

Financial Planning Tax Planning High Net Worth By Advisor Logan Lum

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.

Read More
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
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.

Read More