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.

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

8 Retirement Planning Priorities for the Rest of 2023

