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.

Should These Clients Buy an Annuity? Two Case Studies

How to Make the Most of RMDs

How Roth Conversions Fit Into 2025 Planning

How Clients Can Maximize College Financial Aid

Estate Planning for Super-Longevity

8 Overlooked Tax Deductions and Credits

How Should Your Client Invest Their Bonus in 2025?

What Trump’s Tax Policies Could Mean for Clients


