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.

November 29, 2022
21 of the Best Crypto Jokes

November 28, 2022
9 Steps to Prepare Your Clients for Possible Job Loss

November 16, 2022
Does Your Client Need a Trust?

November 07, 2022
Life Insurance as an Investment: Is It Right for Your Clients?

October 26, 2022
8 Estate Planning Steps for Newly Single Clients

October 12, 2022
10 Estate Planning Strategies to Rethink After the Secure Act

October 11, 2022
The History of the Social Security COLA: A Timeline

October 06, 2022
11 Year-End Planning Priorities to Discuss With Your Clients

September 28, 2022