Roger Wohlner

Copywriter, Ghostwriter, Writer

I'm a freelance finance writer, finance blogger and financial advisor. I use my business and financial background to help communicate complex business and financial topics in an engaging and easy-to-understand fashion. Avid Green Bay Packers fan.

Roger Wohlner is a freelance financial writer. His work has been featured on Investopedia, Yahoo Finance, Go Banking Rates and other publications. Additionally, Roger writes extensively for various financial services firms, asset managers and other financial advisors.
Categories
Content Types
Article, Blog Post, Ebook, Guide, Whitepaper, Website Copy
More Information
Marquette University, MBA
University of Wisconsin-Oshkosh, BBA-Finance
Chicago, IL, USA|English
Publications
N/A

Published Content

282
magnifymoney.com
What You Need to Know About Closed-End Funds — MagnifyMoney
March, 25 2019
thestreet.com
Article
What Is a SEP IRA and How Much Can You Contribute?

The Simplified Employee Pension, or SEP IRA, is a retirement option for self-employed or small-business owners. It is easy to open and requires minimal paperwork compared to other types of business retirement plans.

April, 1 2019
thestreet.com
Article
Disability Insurance: Definition, Why You Need It and How to Get It

Disability insurance should be a key part of your overall financial planning. Insurance is designed to cover losses that are too big to cover with your own out-of-pocket funds. Life insurance provides a benefit to your beneficiaries should you die. Health insurance covers the cost of medical care should you or your family need it. No less important is disability insurance that covers lost income in the event that you are unable to work due to a disabling injury or illness.

March, 22 2019
magnifymoney.com
Article
6 Tools for Stock Trading and Analysis
February, 8 2019
magnifymoney.com
Want to Retire Early? Here’s How
February, 4 2019
magnifymoney.com
7 Things to Consider When Choosing a Robo-Advisor — Besides Performance
February, 7 2019
magnifymoney.com
What Does the Net Asset Value (NAV) of a Fund Mean?
February, 12 2019
magnifymoney.com
Understanding Small-Cap Stocks
February, 13 2019
magnifymoney.com
Here's a Simple Guide to Understanding What Asset Allocation Is
February, 14 2019
magnifymoney.com
Could a Custodial Account Benefit Your Child?
February, 14 2019
magnifymoney.com
Article
What to Consider Before You Exercise Employee Stock Options
February, 15 2019
magnifymoney.com
Article
Stocks vs. Options: Discover Which May Work Best For You
February, 15 2019
gobankingrates.com
Article
Top 7 Characteristics of the Best Mutual Funds
April, 26 2016
gobankingrates.com
Financial Planning
December, 12 2013
investopedia.com
Article
Social Security: To Delay or Not to Delay?
December, 7 2018
gobankingrates.com
15 Hidden Fees to Watch Out for in Retirement
May, 23 2018
gobankingrates.com
15 Big 401k Questions to Ask Your Employer
November, 15 2017
investopedia.com
What Type Of Person Needs A Financial Advisor?
December, 11 2018
investopedia.com
Closing in on Retirement? Read These Tips
December, 11 2018
investopedia.com
Robo-Advisors Face First Market Downturn Test
December, 10 2018
wintrust.com
Article
Advice for family wealth transfers

Money conversations between parents and adult children are difficult at best. Issues such as investments, retirement planning, estate planning wishes, and elder care are never easy. A study by Fidelity Investments entitled, Intra-Family Generational Finance Study, highlights some of the key issues involved.

November, 5 2018
gobankingrates.com
Article
How to Master Your 401k in Your 30s
June, 19 2016
gobankingrates.com
6 Times When Your Debit Card Is Better Than Your Credit Card
November, 22 2016
clearvoice.com
Blog Post
The Importance of Business Planning for Freelance Writers
April, 3 2018
clearvoice.com
Business Entity Forms for Your Freelance Writing Business
April, 12 2018
clearvoice.com
Accounting and Record-Keeping Issues for Freelance Writers
April, 19 2018
clearvoice.com
The Freelance Writer's Guide to Taxes
March, 27 2018
clearvoice.com
The Freelance Writer's Guide to Taxes
March, 27 2018
investopedia.com
Article
Top Tips for Annual Client Financial Reviews

One of the best things that financial advisors can provide to clients is an annual review of their financial situation. While this may seem intuitive, not all advisors do it. These sessions are beneficial for both the client and the financial advisor. While, ideally, there is ongoing communication all year long, a face-to-face meeting devoted to discussing where the client is and what might have changed over the past 12 months can lead to a much more in-depth conversation than a quick email or phone call.

May, 2 2018
clearvoice.com
Blog Post
Retirement Plan Options for Freelance Writers

Freelance writers and all self-employed people need to save for their retirement. When you are employed by a company, usually there is a retirement plan such as a 401(k). Freelance writers don’t have this option and need to start their own retirement plan to ensure they have something accumulated for their golden years. Here are some retirement plan options for freelance writers to consider.

April, 24 2018
clearvoice.com
Blog Post
What Freelancers Need to Know About the New Tax Law

Tax reform legislation enacted at the end of 2017 reflects the most sweeping change in the tax code in several decades. We will discuss some of the key provisions that will impact many of you regardless of what you do for a living, as well as how some of these aspects of the new laws might impact you as a freelancer.

April, 30 2018
finance.yahoo.com
Article
How Much House Can I Afford?
March, 27 2018
betterment.com
Article
How to Compare Socially Responsible Investing Solutions
December, 12 2017
loans.usnews.com
Article
FHA vs. Conventional Loans in Plain English

Potential homebuyers with credit problems, low income or not much saved for a down payment may have trouble finding a home loan. For those borrowers, an FHA-insured loan might be a good solution. Here's what you should know if you're weighing whether a conventional or FHA mortgage is the best way to go.

March, 9 2018
investopedia.com
Article
Stock Buybacks: A Good Thing or Not?
January, 16 2018
gobankingrates.com
Article
30 Greatest Threats to Your Retirement
November, 15 2017
finance.yahoo.com
Article
Incorporating ESG As Equals
August, 15 2017
clearvoice.com
Article
Business Entity Forms for Your Freelance Writing Business
August, 1 2017
clearvoice.com
Article
Accounting and Record-Keeping Issues for Freelance Writers
July, 25 2017
clearvoice.com
Article
The Importance of Business Planning for Freelance Writers
July, 18 2017
investorjunkie.com
Article
SoFi Review 2018 – A One-Stop Shop for Refinancing and Borrowing
November, 29 2017
investorjunkie.com
Article
A Backdoor Roth IRA Method If You Make Too Much Money
November, 7 2017
clearvoice.com
Article
The Freelance Writer’s Guide to Taxes
March, 1 2017
fool.com
Article
6 Questions to Ask Before Hiring a Financial Advisor
March, 19 2016
gobankingrates.com
Article
10 Hidden Fees to Watch Out for in Retirement
November, 14 2017
gobankingrates.com
Article
Warren Buffett’s Best Performing Stocks of 2016
December, 2 2016
gobankingrates.com
Article
The Most Anticipated IPOs of 2017
February, 3 2017
gobankingrates.com
Article
8 Year-End Moves to Make to Protect Your Retirement
October, 10 2016
gobankingrates.com
Article
What $1,000 Invested in These Stocks 10 Years Ago Is Worth Today
September, 18 2017
gobankingrates.com
Article
25 Investing Myths Debunked
September, 16 2017
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