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.

April 19, 2023
Annuities and Taxes: What Advisors Need to Know

April 06, 2023
9 Ways to Help Clients Reduce Taxes on Social Security

March 20, 2023
What the Self-Employed Need to Know About SEP-IRAs

March 06, 2023
8 Reasons to Review Clients' Tax Returns Every Year

February 17, 2023