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.

8 Estate Planning Steps for Newly Single Clients

10 Estate Planning Strategies to Rethink After the Secure Act

The History of the Social Security COLA: A Timeline

11 Year-End Planning Priorities to Discuss With Your Clients

Is an Annuity the Right Choice for Your Client? 5 Questions to Ask

Medicare Open Enrollment: A Checklist for Advisors and Clients

Liability-Driven Investing, Explained

Is the Economy Going to Crash?


