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. 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.
  2. 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.
  3. Mutual Funds

    Vanguard's Target Date Funds: What You Should Know

    Target date funds have grown in popularity as an investment of choice among 401(k) investors.
  4. Retirement

    Cash Balance Pensions: Pros, Cons for Small Biz

    Are cash balance pensions the right solution for your small business clients?
  5. Retirement Savings

    Top Retirement Prep Questions to Ask Clients

    Is your client really ready for retirement? Here are some essential questions to ask.
  6. Retirement Savings

    Top Tips to Reduce Required Minimum Distributions

    A look at the best strategies to reduce required minimum distributions from qualified retirement accounts.
  7. Retirement

    401(k)s: Index Funds Vs. Target Date Funds

    A common question is whether 401(k) investors should choose index or target date funds.
  8. Retirement Savings

    Inherited IRA and 401(k) Rules Explained

    What you need to know when it comes to the complex rules for inherited IRAs and 401(k)s.
  9. Retirement

    Should You Accept an Early Retirement Offer?

    Is it wise to accept an early retirement package? Here's what you need to consider.
  10. Mutual Funds

    5 Things You Need To Know About Index Funds

    Index funds, at their best, offer a low-cost way for investors to track popular stock and bond market indexes. But not all ...
  11. Markets & Economy

    Economic Indicators To Know

    The economy has a large impact on the market. Learn how to interpret the most important reports.
  12. FA Profession

    Best Income Investing Strategies for Retirees

    The past few years have been tough for retirees seeking income from their investments. Here are some of the best strategies ...
  13. FA Profession

    The DOL Fiduciary Rule and Its Impact on Mutual Funds

    The cost of mutual funds will come under scrutiny as part of the move towards transparency with the DOL's new fiduciary rules.
  14. Investing Strategy

    Liquidity Measurement Ratios

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

    Can Trump Kill the Alternative Minimum Tax (AMT)?

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