Kory J. Fay
CFP ®  

Goelzer Insights

• Company News: Goelzer Releases 2025 Community Engagement Report (December 15, 2025)
• Private Investors: 2025: A Limited Window for Charitable Tax Savings (October 27, 2025)
• Private Investors: After the Election, What’s Next for the Tax Cuts & Jobs Act? (December 3, 2024)
• Private Investors: Concentrated Stock Positions: Considering Your Next Steps (March 28, 2024)
• Private Investors: Tax-driven Retirement Plan Choices Post-SECURE 2.0 (May 16, 2023)
• Private Investors: Wealth-building Strategies to Consider in Down Markets (June 27, 2022)