Roger Wohlner is a financial writer and veteran financial advisor based in Chicago's NW Suburbs. He specializes in providing informative articles and content for financial advisors, investment managers, and financial sites. Roger's work has been featured in various publications, including ThinkAdvisor, MarketWatch, Bankrate, Yahoo Finance, and Investopedia.
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Roger Wohlner's articles indicate a focus on providing practical advice and investment analysis within the realms of personal finance, retirement planning, tax planning, and wealth management. He frequently offers "how-to" guides and investment analyses in these areas.
If reaching out to Roger with pitches, consider offering clear actionable tips or detailed how-to guidance for individuals navigating financial decisions related to retirement planning, tax planning, Medicare enrollment, annuities, and wealth management. Additionally, expertise in investment analysis would likely resonate well with him given his coverage attributes.
Given the absence of geographic specificity in Roger's coverage attributes or article titles provided here suggest that he does not have a specific geographic focus but rather provides insights relevant to a broad audience.
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With appropriate guardrails, a market drop can be a good time to buy into certain investments.
Yields on money market funds, savings accounts and certificates of deposit have also reached their highest levels in a number of years.
By: Roger Wohlner
12-min read SrdjanPav / iStock.com Though retirement planning is filled with options, a 401(k) plan is one of the most powerful tools available for building a secure financial future.
If job losses or other unforeseen circumstances happen in later working years, key decisions need to be made.
Some alternatives offer solid returns that may outperform equities over time. But these high potential returns may come with a high correlation to
September 27, 2024 — 08:00 am EDT Written by Roger Wohlner for GOBankingRates Saving for retirement is difficult enough even if almost everything is planned accordingly.
What You Need To Know Rebalancing should be done with an eye toward tax efficiency.
What You Need To Know The overall private credit market has increased by about 50% from 2020 to 2024.
By: Roger Wohlner
Advisors and clients cannot let the uncertainty surrounding the future of tax rules paralyze them.
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