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 Profession

    Tips to Help Your Clients Make the Most of RMDs

    Here are some tips for advising clients faced with taking required minimum distributions.
  2. FA Profession

    How to Help Clients Manage Roth IRA Distributions

    Here's how the five-year rule works with Roth IRAs and what to consider for clients.
  3. FA Profession

    How to Help Clients Avoid Costly Medicare Mistakes

    Helping clients manage their Medicare choice means they can avoid costly mistakes and make their retirement nest egg go a bit further.
  4. Choosing an Advisor

    Fee-Only Financial Advisors: What You Need to Know

    Are you considering hiring a fee-only financial advisor or one who is compensated via commissions? Read this first.
  5. FA Relevant

    Top Tips for Retirement Account Withdrawals

    Top things you need to know when it comes to managing the complex task of retirement account withdrawals.
  6. FA Profession

    How New IRA Rollover Rules Impact Your Clients

    The IRS has made it easier and less costly for clients who miss the 60-day IRA rollover window.
  7. FA Relevant

    Closing in on Retirement? Read These Tips

    If you're within 10 years of retiring, you and your financial planner should heed these essential tips.
  8. FA Profession

    How to Factor in Smart Beta for Client Portfolios

    Smart beta ETFs based on factors can be a tool for advisors and individual investors to diversify.
  9. Financial Planning

    Financial Lessons from José Fernández's Untimely Death

    What financial planning lessons can be learned from the untimely passing of Miami Marlins pitcher José Fernández?
  10. FA Relevant

    How to Evaluate Smart Beta ETF Strategies (IWD, IWF)

    ETF providers are rolling out new smart beta products at a rapid pace. Here are some ways to evaluate them.
  11. Social Security

    Helping Couples Strategize for Social Security

    Even with the elimination of the file-and-suspend option for couples claiming Social Security, there are strategies they can use to maximize benefits.
  12. FA Relevant

    Smart Beta: Do Low Volatility ETFs Make Sense?

    Do low volatility ETFs have a place in client portfolios as either core or satellite holdings?
  13. FA Profession

    Is Your Client Hiding Their Alzheimers?

    Here's how financial advisors can approach clients early who may be suffering from Alzheimer’s.
  14. FA Relevant

    Smart Beta ETFs: The Pros and Cons

    Pros and cons of smart beta ETFs.
  15. FA Profession

    How to Financially Advise Newly Single Clients

    People who become newly single due to the death of a spouse or divorce have a unique set of financial needs that must be attended to.
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