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 15, 2021
Advising Clients on IRA Contributions After Age 70½

March 26, 2021
Is an Annuity Really Worth It?

March 18, 2021
How the Rising RMD Age Could Affect Your Clients

January 25, 2021
Gifting Stock to Family Members: What to Know

January 05, 2021
Roth IRA Conversions: What Advisors Need to Know

September 28, 2020
Helping Business Owner Clients Craft a Business Exit Strategy

August 20, 2020
3 Ways to Effectively Reach the Next Gen Investor

August 03, 2020