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.

3 Tax-Friendly Investments for Wealthy Clients

These Tax Cuts Are Sunsetting in 2026. Are Your Clients Ready?

Helping Business Owners Get the Most Out of Estate Planning

IRA Rollovers and Taxes: What to Know as New DOL Fiduciary Rule Looms

Should Your Client Buy Real Estate in an IRA?

Medicare Advantage vs. Original Medicare: How to Help Clients Choose

Here's Your Year-End Portfolio Planning Checklist for 2023

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

