Roger Wohlner

Roger Wohlner brings extensive experience as a financial advisor to his financial and business writing. His work has appeared on numerous sites, including ThinkAdvisor, TIME, AP News, Investopedia, MarketWatch, and TheStreet. Roger also ghostwrites for financial advisors and financial services firms.

Roger writes about a variety of financial topics, including retirement, investing, retirement plans, estate planning, insurance, taxes, and all aspects of personal financial planning. He still serves as an advisor to a handful of clients. He has passed the Series 65 exam administered by FINRA and holds a bachelor’s degree in business with an emphasis in finance from the University of Wisconsin-Oshkosh. His MBA is from Marquette University.

Recent Articles

Investing

What is a fiduciary financial advisor?

Putting the client’s interest first at all times.

Retirement

Annuity income and taxes: Consider qualifications, deferrals, distributions, and more

Guaranteed income (but taxes are pretty much a certainty as well.)

Retirement

Annuity death benefit: How to decide if it’s right for your loved ones

Leave the legacy you intend.

Retirement

Annuity riders: A way to customize your retirement income

But don’t get taken for a ride.

Retirement

Deferred and immediate annuities: Understanding the difference

You might delay, but time will not.