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.

Financial Planning in the First Year of Widowhood

How to Pass Down an IRA

Should Your Client Tap Their Inherited IRA in 2024?

A Financial Planning Checklist, From Age 20 to 70 and Beyond

Is Now a Good Time to Retire?

Everything to Know About RMD Planning for 2024

It's Not Too Early to Start 2024 Tax Planning

Watch Out for These Potential Tax Changes in 2024


