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.

Alts in 401(k) Plans: How to Prepare Your Clients

Here’s Your Year-End Tax Planning Checklist for 2025

Big Retirement Planning Changes Coming in 2025 and Beyond

10 Medicare Truths That Can Trip Up Clients, Advisors

Trump Accounts: An Overbuilt, Underwhelming New Savings Tool

Should Clients Over 60 Do Roth Conversions?

Should These Clients Buy an Annuity? Two Case Studies

How to Make the Most of RMDs


