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.

October 12, 2022
10 Estate Planning Strategies to Rethink After the Secure Act

October 11, 2022
The History of the Social Security COLA: A Timeline

October 06, 2022
11 Year-End Planning Priorities to Discuss With Your Clients

September 28, 2022
Is an Annuity the Right Choice for Your Client? 5 Questions to Ask

September 19, 2022
Medicare Open Enrollment: A Checklist for Advisors and Clients

August 24, 2022
Liability-Driven Investing, Explained

August 18, 2022
Is the Economy Going to Crash?

August 10, 2022