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.

August 28, 2023
How Do Annuity Death Benefits Work?

August 10, 2023
8 Reasons to Buy an Annuity

August 03, 2023
2023 RMD Rule Changes: 3 Common Client Questions

July 17, 2023
7 Issues That Can Complicate Tax-Loss Harvesting

July 07, 2023
8 Reasons to Sell Company Stock

June 29, 2023
8 Reasons Not to Buy an Annuity

June 20, 2023
7 Reasons Not to Make a Roth Contribution

June 07, 2023