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. Bonds / Fixed Income

    Yield vs. Total Return: How They Are Different

    Understanding yield vs. total return is essential in constructing portfolios that meet income generating needs while providing ...
  2. FA Profession

    How AI is Shaping the Advisory Landscape

    While many have been slow to adapt AI or wary of its benefits, financial advisors who do not adapt the technology to their ...
  3. FA Profession

    Transition Planning: Include the Whole Family

    Death is one of the most uncomfortable - and necessary discussions that a family can have. As an advisor, it can be up to ...
  4. FA Profession

    Top Tips for Annual Client Financial Reviews

    One of the greatest value drivers advisors can provide to clients is an annual review of their financial situation. Here ...
  5. FA Profession

    Six Things Bad Financial Advisors Do

    How to tell whether a financial advisor is right or wrong for you? Here are six unprofessional characteristics and practices ...
  6. FA Profession

    Active or Passive? Why Not Both?

    While advisors frequently debate whether active or passive management is superior, many forget that there is a middle ground ...
  7. FA Profession

    Are Dividend Stocks a Good Substitute for Bonds?

    Are dividend-paying stocks a good substitute for bonds in a low interest rate environment?
  8. FA Profession

    A Primer on Philanthropic Vehicles

    Philanthropy and charitable giving are important to many of your clients and this is an area where you can differentiate ...
  9. FA Profession

    How to Talk to Clients About Market Volatility

    Sometimes providing advice is as much about managing client behavior as it is about asset allocation and retirement projections.
  10. FA Profession

    An Advisor's Role as Behavioral Coach

    Investment management is just one part of a financial advisor's role.
  11. Choosing an Advisor

    Fee-Only Financial Advisors: What You Need to Know

    Are you considering hiring a fee-only financial advisor (vs. one who is compensated via commissions)? Read this first.
  12. FA Relevant

    Restricted Stock Units: What to Know

    Restricted stock units can be an important part of an employee's compensation package.
  13. Social Security

    A Guide to Social Security Dependent Benefits

    Advisors tend to focus on retirement benefits, but Social Security also offers dependent benefits.
  14. Stocks

    Stock buybacks: A good thing or not?

    In recent years, the value of stock buybacks has come into question. We look at the pros and cons.
  15. Retirement

    Closing in on Retirement? Read These Tips

    If you're within 10 years of retiring, you and your financial planner should heed these key tips.
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