Roger Wohlner
Roger is a financial writer who brings his extensive experience as a financial advisor to his writing. Fluent on a wide range of financial topics, his work has been featured in MarketWatch, TheStreet, Investopedia, Morningstar Magazine, GOBankingRates, US News & World Report, Yahoo! Finance, The Motley Fool and a number of other sites. Roger ghostwrites extensively for financial advisors, financial services providers and investment managers. In addition to his work as a financial writer, Roger has over 20 years of experience as a financial advisor. Roger earned his bachelor’s degree in finance from the University of Wisconsin-Oshkosh and his MBA from Marquette University. Check out Roger’s LinkedIn profile.
July 22, 2024
Kitces: 5 Industry Trends Reshaping Financial Advice
July 15, 2024
What The Biggest Financial Frauds Can Teach Us
July 05, 2024
Putting Retirement Portfolios to Work to Produce Income
May 17, 2024
Financial Planning in the First Year of Widowhood
May 14, 2024
How to Pass Down an IRA
May 01, 2024
Should Your Client Tap Their Inherited IRA in 2024?
April 18, 2024
A Financial Planning Checklist, From Age 20 to 70 and Beyond
April 10, 2024