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.

September 27, 2023
How to Help Wealthy Clients Avoid Audits as IRS Cracks Down
September 19, 2023
When Should Clients Claim Social Security? 8 Things to Consider

September 12, 2023
8 Retirement Planning Priorities for the Rest of 2023

September 08, 2023
Annuity Riders, Explained

August 28, 2023
How Do Annuity Death Benefits Work?

August 10, 2023
8 Reasons to Buy an Annuity

August 03, 2023
2023 RMD Rule Changes: 3 Common Client Questions

July 17, 2023
7 Issues That Can Complicate Tax-Loss Harvesting

July 07, 2023