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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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The Catch-Up Contribution Rule Change Many High-Earners Don’t Know About Thumbnail

The Catch-Up Contribution Rule Change Many High-Earners Don’t Know About

November 12, 2026 Next Chapter Years Retirement Planning By Advisor Jonathan Mathews

Earned over $150,000 in 2025? Your 401(k) catch-up contributions must now be Roth under SECURE 2.0. See what it costs and what to check by Dec. 31.

Marketplace Sticker Shock: How OBBBA Changed the Healthcare Equation for Early Retirees and the Self-Employed Thumbnail

Marketplace Sticker Shock: How OBBBA Changed the Healthcare Equation for Early Retirees and the Self-Employed

October 16, 2026 Retirement Planning By Advisor Jonathan Mathews

The ACA subsidy cliff is back and OBBBA made bronze plans HSA-eligible. What early retirees and the self-employed should weigh before open enrollment.

Your Estate Plan Just Got an Upgrade: Here's What to Do Now Thumbnail

Your Estate Plan Just Got an Upgrade: Here's What to Do Now

June 25, 2026 Estate Planning Tax Planning Charitable Giving High Net Worth By Advisor Jonathan Mathews

High-net-worth families should revisit estate plans after OBBBA raised the federal estate and gift tax exemption to $15 million per person in 2026.

Deferred Compensation Plans: Smart Strategy or Hidden Risk? Thumbnail

Deferred Compensation Plans: Smart Strategy or Hidden Risk?

May 4, 2026 Business Executives Retirement Planning Financial Planning By Advisor Jonathan Mathews

Deferred compensation plans can reduce taxes and boost retirement savings—but they also carry hidden risks. Learn when they make sense and how to use them strategically.

The Psychology of Money in Families: Why We Avoid Financial Conversations Thumbnail

The Psychology of Money in Families: Why We Avoid Financial Conversations

April 7, 2026 Balancing Act Years Next Chapter Years Estate Planning Financial Planning Inheritance By Advisor Jonathan Mathews

Learn why families avoid financial conversations, how money psychology shapes behavior, and how open communication can strengthen long-term wealth and planning.

2026 Retirement Planning Checklist: 8 Things To Do Before Spring Thumbnail

2026 Retirement Planning Checklist: 8 Things To Do Before Spring

December 27, 2025 Next Chapter Years Retirement Planning Financial Planning By Advisor Jonathan Mathews

The new year is, of course, a popular time to plan for the future. While this usually is focused on the year ahead, I’d encourage you to think bigger. The first quarter of the year is actually the perfect time to refocus on your retirement goals and update your long-term financial plan. Whether you're already retired or preparing to make the transition, the first quarter of 2026 offers key opportunities to optimize your strategy, minimize taxes, and strengthen your financial confidence.

Temporary Tax Breaks for Seniors: How to Leverage Them Before They're Gone Thumbnail

Temporary Tax Breaks for Seniors: How to Leverage Them Before They're Gone

November 14, 2025 Next Chapter Years Tax Planning By Advisor Jonathan Mathews

If you're 65 or older, 2025 brings unprecedented tax relief that won't last forever. Understanding how to maximize these temporary benefits before they expire in 2028 could save you thousands of dollars. Here’s a breakdown of what to know, and how to prepare.

The New Things to Know About Building Generational Wealth Now Thumbnail

The New Things to Know About Building Generational Wealth Now

October 20, 2025 Financial Planning Financial Literacy Inheritance By Advisor Jonathan Mathews

Building generational wealth has evolved dramatically in 2025, with new strategies, technologies, and generational shifts fundamentally changing how families approach long-term financial planning.

Executives: How the Big Beautiful Bill Act Affects Your Compensation and Financial Planning Thumbnail

Executives: How the Big Beautiful Bill Act Affects Your Compensation and Financial Planning

September 27, 2025 Business Executives Financial Planning By Advisor Jonathan Mathews

The One Big Beautiful Bill Act (OBBBA) has introduced some of the most meaningful changes to executive financial planning in years. Here’s a closer look at what this all means for executives and their financial strategies.

How to Keep Rising Healthcare Costs from Killing Your Retirement Thumbnail

How to Keep Rising Healthcare Costs from Killing Your Retirement

July 28, 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.