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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 Fall Tax Planning Checklist: High-Value Moves to Make Before December 31 Thumbnail

Your Fall Tax Planning Checklist: High-Value Moves to Make Before December 31

September 18, 2026 Retirement Planning By Advisor Holly Wanegar Retirement Income

A year-end tax checklist for retirees and pre-retirees: Roth conversion timing, RMD deadlines, 2026 QCD limits, tax-loss harvesting, and beneficiary reviews before December 31.

Roth Conversion or Not? How to Decide in the New Tax Landscape Thumbnail

Roth Conversion or Not? How to Decide in the New Tax Landscape

August 4, 2026 Investing Retirement Planning Financial Planning Financial Literacy By Advisor Holly Wanegar

A Roth conversion can create years of tax-free growth, but the timing and tax consequences matter. Explore how OBBBA, income brackets, Medicare surcharges, and estate-planning goals can shape whether a conversion makes sense for you.

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.

What You Should Know About AI-Driven Financial Insights Thumbnail

What You Should Know About AI-Driven Financial Insights

April 2, 2026 Investing Retirement Planning College Planning Estate Planning Financial Planning Tax Planning By Advisor Jim Zahansky

Discover the benefits and risks of AI-driven financial insights, and why human financial advisors remain essential for personalized, strategic 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.

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.

Is The FIRE Early Retirement Method Really Such A Hot Idea? Thumbnail

Is The FIRE Early Retirement Method Really Such A Hot Idea?

July 28, 2025 Retirement Planning By Advisor Holly Wanegar

In recent years, the FIRE movement—Financial Independence, Retire Early—has ignited passionate debate among financial professionals and retirement planners alike.

What Executives Planning to Retire in The Next 5 Years Need to Consider Now Thumbnail

What Executives Planning to Retire in The Next 5 Years Need to Consider Now

July 27, 2025 Retirement Planning By Advisor Leisl Langevin

The corner office view is still spectacular, but lately you've found yourself gazing out the window a little longer, imagining what life could look like beyond corporate boardrooms and quarterly earnings calls.