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.
March 06, 2023
8 Reasons to Review Clients' Tax Returns Every Year
February 17, 2023
10 Ways Taxable Accounts Boost Retirement Planning
February 10, 2023
Bond Ladders vs. Bond Funds: Which Are Best for Portfolios?
February 03, 2023
Secure 2.0 Adds RMD Flexibility for Surviving Spouses
January 27, 2023
Secure 2.0: How to Use New RMD, Roth Account Rules in Client Plans
January 13, 2023
7 Topics to Cover in Your First Meeting With a New Client
January 10, 2023
Accredited Investor vs. Qualified Purchaser: What's the Difference?
January 09, 2023