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. 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?
  2. FA Profession

    Top Tips to Help Your Clients Manage RMDs

    Here are some tips for advising clients faced with taking required minimum distributions.
  3. 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.
  4. 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.
  5. 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?
  6. FA Profession

    Is Your Client Hiding Their Alzheimers?

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

    Smart Beta ETFs: The Pros and Cons

    Pros and cons of smart beta ETFs.
  8. 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.
  9. ETFs

    Are Low-Volatility ETFs Becoming Overvalued?

    Has the popularity of low-volatility ETFs caused them to become overvalued and more risky than investors and advisors expect?
  10. FA Profession

    Are Smart Beta ETFs Active, Passive or Both?

    Are smart beta ETFs a form of passive management, active management or a hybrid of both?
  11. Investing

    Smart Beta: Can Low Beta Equal High Risk?

    Low beta may not necessarily mean low risk when it comes to some smart beta strategies.
  12. FA Relevant

    How to Explain Smart Beta Strategies to Clients

    Smart beta funds continue to gain steam. Here's how to explain the benefits of these strategies to clients.
  13. FA Relevant

    Smart Beta: How Does Quality Factor In?

    One of the factors used in smart beta strategies is quality. Here's a look at this popular factor and the ETFs that use it.
  14. FA Profession

    How to Fund Long-Term Healthcare Costs

    Healthcare costs in retirement are rising. Here are some options that you and your clients should consider to help them fund this part of retirement.
  15. Investing Strategy

    Is Dividend Investing Still Viable?

    The performance of dividend stocks, ETFs and mutual funds is hot right now. Do they still offer upside potential for clients?
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