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. Investing Strategy

    Liquidity Measurement Ratios

    Learn about the current ratio, quick ratio, cash ratio and cash conversion cycle.
  2. Taxes

    Can Trump Kill the Alternative Minimum Tax (AMT)?

    Getting rid of the AMT would be great for upper-middle class taxpayers.
  3. FA Profession

    Advisors: Clients Must Take First RMD by April 1

    Not taking your first RMD from your retirement accounts by April 1 will cost you a 50% penalty.
  4. Retirement

    Taxes on Retirement Assets: How to Pay Less

    Withdrawing and spending during retirement can be complicated. Here's how to plan for the process in the most tax-efficient ...
  5. Investing Strategy

    Best Investment Accounts for Young Investors

    What are the best investment accounts for young investors? A few types to consider.
  6. 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 ...
  7. Managing Wealth

    How To Maximize Inherited Retirement Accounts

    Leaving a retirement account to heirs takes planning for the giver and the receiver.
  8. IRAs

    6 IRA Tax Changes That Could Impact You Soon

    Here are several potential measures that could come before Congress in 2017 that would negatively impact the tax benefits ...
  9. Markets & Economy

    Will Trump's Win Change Low Return Assumptions?

    A prolonged bull market has many lowering their return expectations going forward. Should they under a Trump presidency?
  10. FA Profession

    3 Things Retired Clients Should Do Before Year-End

    These are the three most important things retired clients should review before the end of the year.
  11. FA Profession

    How to Help Clients Harvest Tax Losses by Year End

    Here's how to help clients employ tax-loss harvesting to reduce their taxes before year end.
  12. Investing

    Should You Add Senior Housing REITs to Your Portfolio? (HCP, SNH)

    Even if REITs are already part of your investment portfolio, senior living REITs might be a smart addition, provided you ...
  13. FA Profession

    How to Talk to Clients After the Election

    Here are a few points to consider when talking with clients about the election to help them stay focused on their long-term ...
  14. Investing Strategy

    The Best Investment Strategies for a Low-Yield Environment

    Our current economic environment is challenging, so you need to have the best investment strategies for your situation. A ...
  15. FA Profession

    How to Help Clients Invest an Inheritance for Retirement

    Here's how to help clients invest an inheritance to ensure they have a solid retirement nest egg.
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