David S. Alexander
CFP ®   ChFC ®  

Goelzer Insights

• Private Investors: The New Tax Landscape: Highlights of the One Big Beautiful Bill (July 8, 2025)
• Private Investors: Strategic Charitable Giving (May 27, 2025)
• Private Investors: Strategic Wealth Decisions for High Income Earners (February 25, 2025)
• Private Investors: Business Succession Planning: Considerations for Every Stage (May 20, 2024)
• Private Investors: The Tax Cuts & Jobs Act of 2017: Gazing into the Sunset (August 21, 2023)
• Private Investors: Planning to Protect Your Legacy (February 28, 2023)
• Private Investors: Charting Your Financial Journey in 2023 (December 22, 2022)