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Roger Wohlner
Highlights
- Veteran financial advisor with 20 years of experience
- Experienced financial writer specializing in writing about financial planning, investing and retirement
- His work is featured on Investopedia, The Motley Fool, Morningstar Magazine, and TheStreet among others
Experience
Roger is a veteran financial advisor with more than 20 years of experience and a personal finance writer. He specializes in writing about a wide range of topics including financial planning, investing, mutual funds, ETFs, 401(k) plans, pensions, retirement planning and more.
In addition to The Balance, Roger’s work has been featured in notable financial publications such as Investopedia, The Motley Fool, Morningstar Magazine, TheStreet, Magnify Money among others. He also writes his own personal finance blog, The Chicago Financial Planner. He also takes one writing and editing assignments with financial services firms and financial advisors.
Roger works with long term clients as a fee-only financial advisor. He also works with investment committees of retirement plan sponsors, endowments and foundations to meet their obligations to their stakeholders and beneficiaries.
Education
Roger received his MBA from Marquette University and his bachelor's in finance from the University of Wisconsin-Oshkosh.
Latest From Roger Wohlner
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Retiring at 70? Consider These 7 Tips on How to Make Steady Money
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The Difference in Taxation of Employee Stock Options—NQs and ISOs
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What Is the Coupon Rate of a Bond?
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Non Fungible Tokens (NFTs)
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Stock Market Holidays and Reduced Hours in 2022
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How to Prepare Financially for Retirement
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What the Investment Fiduciary Rule Means for You
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How to Find Reliable Investment Income for Retirement
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Equity Glide Path
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Floating Stock
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You Don't Spend Lavishly, Yet You're Broke. Where Is the Money Going?
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Your Guide to Investing in 2021
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How To Use a 401(k) or a Pension Plan for Your Retirement
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Finding an Independent Financial Advisor You Can Trust
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Learn to Budget on a Variable or Commission-Based Income
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Should You Take a Gamble With a Grantor Retained Annuity Trust?