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.
December 06, 2023
3 Tax-Friendly Investments for Wealthy Clients
November 22, 2023
These Tax Cuts Are Sunsetting in 2026. Are Your Clients Ready?
November 13, 2023
Helping Business Owners Get the Most Out of Estate Planning
November 07, 2023
IRA Rollovers and Taxes: What to Know as New DOL Fiduciary Rule Looms
October 19, 2023
Should Your Client Buy Real Estate in an IRA?
October 11, 2023
Medicare Advantage vs. Original Medicare: How to Help Clients Choose
October 06, 2023
Here's Your Year-End Portfolio Planning Checklist for 2023
September 27, 2023
How to Help Wealthy Clients Avoid Audits as IRS Cracks Down
September 19, 2023