Roger Wohlner

Roger Wohlner

Roger Wohlner is an experienced financial advisor based in Arlington Heights, Ill. His expertise includes providing financial planning and investment advice to individual clients, 401(k) plan sponsors, foundations and endowments. He is active on social media; you can follow him on Twitter and Google+. Roger contributes to his own popular finance blog, The Chicago Financial Planner, where he writes about issues concerning financial planning, investments and retirement plans. His work has been featured on US News & World Report, Yahoo! Finance, Equifax Finance Blog and other publications. Roger is available for additional freelance financial writing assignments.

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  1. FA Relevant

    Will Popularity Be the Downfall of Smart Beta ETFs?

    Will the popularity of smart beta ETFs also be their downfall?
  2. FA Relevant

    How to Help Female Clients Retire Successfully

    Financial advisors working with female clients need to take their unique needs into account to ensure they retire successfully.
  3. FA Relevant

    Clearing Up 7 Big Social Security/Medicare Myths

    Here are some common misconceptions that many clients of financial advisors have when it comes time to file for Social Security and Medicare.
  4. FA Relevant

    How to Pay Minimal Taxes on Retirement Assets

    Withdrawing and spending during retirement can be complicated. Here are some tips on how to manage the process in the most tax-efficient manner.
  5. FA Relevant

    Helping Clients Avoid Retirement Landmines

    Your clients may hold well thought-out retirement plans, but things happen that can disrupt—or even derail—them. Know when to step in with extra help.
  6. FA Relevant

    How to Advise Non-U.S. Citizens on Social Security

    Advising clients who are not U.S. citizens on Social Security is complex. Here is how you can successfully navigate this challenge.
  7. FA Profession

    The 4% Withdrawal Rule: One Size Fits All?

    The 4% rule for retirement withdrawals has been a staple in financial planning for over 20 years, but no rule of thumb or approach is one size fits all.
  8. FA Profession

    Six Things Bad Financial Advisors Do

    So you've gone to the trouble and expense of hiring a financial advisor. Here's how to decide whether they're doing you right or wrong.
  9. FA Relevant

    Smart Beta ETFs and Market Timing: The Lowdown

    Smart beta ETFs are all the rage, but before investing in them, investors and their advisors should know what is behind each strategy.
  10. FA Profession

    What the Brexit Means to Near-Retirees

    Brexit-spurred economic uncertainty and added volatility comes at an inopportune time for those nearing retirement. Here's how to assuage them.
  11. FA Profession

    Talking to Your Clients about the Brexit

    The Brexit is a great time to reach out and let clients know you are on top of the situation and that you are there to address their questions or concerns.
  12. FA Profession

    How to Explain Portfolio Rebalancing to Clients

    Here are some of the best ways to explain the concept of rebalancing to clients and tips on implementing a regimen.
  13. FA Profession

    How to Advise Business Owners Looking to Retire

    Here are some things to be aware of when advising business owners looking to retire.
  14. FA Profession

    How to Help Clients Navigate Medicare Enrollment

    Here's how to help clients navigate the maze of Medicare enrollment.
  15. FA Profession

    The SEC Fiduciary Rule Explained

    The SEC plans to propose its own set of fiduciary rules next year. These are some of the potential implications for advisors.
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