Roger Wohlner
Roger Wohlner
ContributorRoger Wohlner is an experienced financial advisor, finance blogger and freelance writer based in Arlington Heights, Ill. His expertise includes providing financial planning and investment advice to individual clients, 401(k) plan sponsors, foundations and endowments.
Roger Wohlner is an experienced financial advisor, finance blogger and freelance writer based in Arlington Heights, Ill. His expertise includes providing financial planning and investment advice to individual clients, 401(k) plan sponsors, foundations and endowments. 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 Investopedia, Go Banking Rates, US News & World Report, Yahoo! Finance, Equifax Finance Blog and other publications
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Retirement • Mar 22
The 401(k) 2024 contribution limits
The rates have increased so make sure you're maxing out your contributions
Retirement • Mar 22
The 401(k) 2024 contribution limits
The rates have increased so make sure you're maxing out your contributions
Retirement • Dec 29
401(k) options when you leave your job
When you leave your job it's critical that you have a plan for this money.
Retirement • Dec 29
401(k) options when you leave your job
When you leave your job it's critical that you have a plan for this money.
Investing • Jun 19
How is a financial advisor paid?
Understanding how a financial advisor is paid is important and needs to be understood.
Investing • Jun 19
How is a financial advisor paid?
Understanding how a financial advisor is paid is important and needs to be understood.
Investing • Jun 16
What to do if you make a bad investment
We all make mistakes. Thankfully, there are steps you can take to recover and make sure you don't make the same bad investment decision twice.
Investing • Jun 16
What to do if you make a bad investment
We all make mistakes. Thankfully, there are steps you can take to recover and make sure you don't make the same bad investment decision twice.
Investing • Jun 16
ETNs vs ETFs
There are big differences between a ETF vs ETN. While they both trade on stock exchanges, investors should understand how they differ.
Investing • Jun 16
ETNs vs ETFs
There are big differences between a ETF vs ETN. While they both trade on stock exchanges, investors should understand how they differ.
Investing • Jun 15
What is dollar-cost averaging?
Find out how this powerful investing strategy can help you.
Investing • Jun 15
What is dollar-cost averaging?
Find out how this powerful investing strategy can help you.
Investing • Jun 13
What do the new fiduciary rules mean to you?
If you're in individual investor, should you be concerned?
Investing • Jun 13
What do the new fiduciary rules mean to you?
If you're in individual investor, should you be concerned?
Investing • Jun 09
Invest in a company and build up your portfolio
Find out how you can easily invest in a company over time through a DSPP.
Investing • Jun 09
Invest in a company and build up your portfolio
Find out how you can easily invest in a company over time through a DSPP.
Investing • Jun 07
Robo advisors vs. target date funds
With any investment option, it is important to look under the hood before investing.
Investing • Jun 07
Robo advisors vs. target date funds
With any investment option, it is important to look under the hood before investing.
Managing Money • Jun 06
Check this list before you initiate a divorce
Some things you can do up front to help minimize the financial hit of a divorce.
Managing Money • Jun 06
Check this list before you initiate a divorce
Some things you can do up front to help minimize the financial hit of a divorce.
Retirement • Jun 05
You're 70 1/2. Do you need to withdraw your RMDs?
RMDs are mandatory from most retirement accounts, including traditional IRAs and 401(k)s.
Retirement • Jun 05
You're 70 1/2. Do you need to withdraw your RMDs?
RMDs are mandatory from most retirement accounts, including traditional IRAs and 401(k)s.
Retirement • Jun 02
Deciding Whether to Buy Long-Term Care Insurance
How to decide if you need long-term care insurance. It's expensive and may not be right for you. Find out for sure.
Retirement • Jun 02
Deciding Whether to Buy Long-Term Care Insurance
How to decide if you need long-term care insurance. It's expensive and may not be right for you. Find out for sure.
Retirement • Jun 02
Required minimum distributions 101
Besides investing, you should also think about how you will withdraw funds from your retirement account.
Retirement • Jun 02
Required minimum distributions 101
Besides investing, you should also think about how you will withdraw funds from your retirement account.
Retirement • Jun 02
Retirement Planning for Those in Their 30s and 40s
Whatever your situation — married or single, kids or no kids — saving and investing for your retirement is critical.
Retirement • Jun 02
Retirement Planning for Those in Their 30s and 40s
Whatever your situation — married or single, kids or no kids — saving and investing for your retirement is critical.
Retirement • Jun 02
SEP IRA vs. Solo 401(k) – which is better for you?
When you're self-employed, it can be easy to overlook investing in a retirement plan.
Retirement • Jun 02
SEP IRA vs. Solo 401(k) – which is better for you?
When you're self-employed, it can be easy to overlook investing in a retirement plan.
Retirement • Jun 02
Couples should plan for how to claim benefits
When to claim is a critical issue that requires planning and analysis.
Retirement • Jun 02
Couples should plan for how to claim benefits
When to claim is a critical issue that requires planning and analysis.
Retirement • Jun 02
The best strategies for retirement distribution
Closing in on retirement? Here's how to prepare.
Retirement • Jun 02
The best strategies for retirement distribution
Closing in on retirement? Here's how to prepare.
Retirement • Jun 02
Widows and widowers can access survivors benefits
If you are widowed, you are usually entitled to your spouses social security but the amount may vary.
Retirement • Jun 02
Widows and widowers can access survivors benefits
If you are widowed, you are usually entitled to your spouses social security but the amount may vary.
Retirement • Jun 01
Monthly payments or lump sum - how to pick
A quick breakdown of the pros and cons of taking a lump sum vs. an annuity
Retirement • Jun 01
Monthly payments or lump sum - how to pick
A quick breakdown of the pros and cons of taking a lump sum vs. an annuity
Retirement • Jun 01
Strategies for your required minimum distributions
Because once you know them all, you can choose the best options for you.
Retirement • Jun 01
Strategies for your required minimum distributions
Because once you know them all, you can choose the best options for you.
Retirement • Jun 01
How to use an inheritance for your retirement
How can you best use this money to ensure a comfortable retirement?
Retirement • Jun 01
How to use an inheritance for your retirement
How can you best use this money to ensure a comfortable retirement?
Retirement • Jun 01
What women need to know for retirement
Saving and investing enough to last through retirement can be tricky for everybody. However, women have some additional challenges.
Retirement • Jun 01
What women need to know for retirement
Saving and investing enough to last through retirement can be tricky for everybody. However, women have some additional challenges.
Taxes • May 31
What to do if you've been audited
If you are ever audited, here’s what you should keep in mind.
Taxes • May 31
What to do if you've been audited
If you are ever audited, here’s what you should keep in mind.
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