S. Michelle Jann
CFP ®   CPWA ®   CDFA ®  

Goelzer Insights

• Private Investors: The New Tax Landscape: Highlights of the One Big Beautiful Bill (July 8, 2025)
• Private Investors: Strategic Wealth Decisions for High Income Earners (February 25, 2025)
• Private Investors: Concentrated Stock Positions: Considering Your Next Steps (March 28, 2024)
• In The Press: MarketWatch, January 19, 2024 (January 19, 2024)
• Private Investors: Bringing Clarity to Your Legacy (November 29, 2023)
• In The Press: MarketWatch, August 14, 2023 (August 14, 2023)
• Private Investors: Tax-driven Retirement Plan Choices Post-SECURE 2.0 (May 16, 2023)
• In The Press: MarketWatch, December 27, 2022 (December 27, 2022)
• In The Press: MarketWatch, December 21, 2022 (December 21, 2022)
• Private Investors: Giving Strategies in a Challenging Market (November 21, 2022)